Centerpoint Advisory Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Centerpoint Advisory Group’s Portfolio IUS Stock Details IUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Sell	18,683 -292	-2%	-$18.5K	0.78%	34
2026 Q1	$1.1M	Sell	18,975 -515	-3%	-$30.5K	0.83%	33
2025 Q4	$1.11M	Sell	19,490 -750	-4%	-$42.2K	0.86%	32
2025 Q3	$1.12M	Sell	20,240 -992	-5%	-$52.8K	0.87%	31
2025 Q2	$1.09M	Sell	21,232 -1,720	-7%	-$84K	0.95%	28
2025 Q1	$1.13M	Sell	22,952 -128	-0.6%	-$6.47K	1.11%	26
2024 Q4	$1.15M	Buy	+23,080	New	+$1.17M	1.11%	27

Other funds holding IUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Centerpoint Advisory Group's IUS Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its Invesco RAFI Strategic US ETF (IUS) stake by 1.5% in Q2 2026, selling an estimated $18.5K and leaving 18,683 shares worth $1.23M. The position accounts for 0.78% of the portfolio, ranked #34.

Centerpoint Advisory Group first reported a position in IUS in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Centerpoint Advisory Group held 18,683 shares of Invesco RAFI Strategic US ETF worth $1.23M as of Q2 2026.
Centerpoint Advisory Group sold 292 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $18.5K.
Invesco RAFI Strategic US ETF made up 0.78% of Centerpoint Advisory Group's portfolio in Q2 2026, its #34 holding.
Centerpoint Advisory Group first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.