Commonwealth Equity Services’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Commonwealth Equity Services’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	$9.03M	Buy	137,761 +53,435	+63%	+$3.39M	0.01%	1009
2026 Q1	$4.88M	Buy	84,326 +14,865	+21%	+$879K	0.01%	1347
2025 Q4	$3.97M	Sell	69,461 -4,906	-7%	-$276K	0.01%	1491
2025 Q3	$4.11M	Buy	74,367 +26,737	+56%	+$1.42M	0.01%	1494
2025 Q2	$2.45M	Buy	47,630 +8,885	+23%	+$434K	﹤0.01%	1839
2025 Q1	$1.91M	Buy	38,745 +6,444	+20%	+$326K	﹤0.01%	1942
2024 Q4	$1.6M	Buy	32,301 +1,195	+4%	+$60.7K	﹤0.01%	2029
2024 Q3	$1.56M	Buy	31,106 +853	+3%	+$41.4K	﹤0.01%	1997
2024 Q2	$1.44M	Buy	30,253 +2,137	+8%	+$99.9K	﹤0.01%	2010
2024 Q1	$1.33M	Buy	28,116 +404	+1%	+$18.1K	﹤0.01%	2055
2023 Q4	$1.2M	Buy	27,712 +13,678	+97%	+$558K	﹤0.01%	2040
2023 Q3	$559K	Buy	14,034 +5,265	+60%	+$216K	﹤0.01%	2496
2023 Q2	$355K	Buy	+8,769	New	+$341K	﹤0.01%	2900

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

Commonwealth Equity Services's IUS Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco RAFI Strategic US ETF (IUS) stake by 63% in Q2 2026, buying an estimated $3.39M and bringing the position to 137,761 shares worth $9.03M. The position accounts for 0.01% of the portfolio, ranked #1009.

Commonwealth Equity Services first reported a position in IUS in Q2 2023 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Commonwealth Equity Services held 137,761 shares of Invesco RAFI Strategic US ETF worth $9.03M as of Q2 2026.
Commonwealth Equity Services bought 53,435 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $3.39M.
Invesco RAFI Strategic US ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1009 holding.
Commonwealth Equity Services first reported a position in Invesco RAFI Strategic US ETF in Q2 2023 and has held it in 13 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.