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Clear Creek Financial Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Clear Creek Financial Management’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
2025
Q2 		– Sell
-97,638
Closed -$4.82M – 565
2025
Q1 		$4.82M Buy
+97,638
New +$4.93M 0.5% 40

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
Raymond James Financial
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Clear Creek Financial Management's IUS Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2025, closing a stake of 97,638 shares — an estimated $4.82M sold.

Clear Creek Financial Management first reported a position in IUS in Q1 2025 and held it in 1 quarter. The position peaked at $4.82M in Q1 2025. 98 funds tracked by Wall St. Rank hold IUS as of Q2 2025.

  • Clear Creek Financial Management reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 97,638 Invesco RAFI Strategic US ETF shares in Q2 2025, an estimated $4.82M.
  • Clear Creek Financial Management first reported a position in Invesco RAFI Strategic US ETF in Q1 2025 and held it in 1 quarter.
  • Clear Creek Financial Management's Invesco RAFI Strategic US ETF position peaked at $4.82M in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.