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CoreCap Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

CoreCap Advisors’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
Q3 		$1.7M Sell
25,011
-1,998
-7% -$137K 0.05% 278
2026
Q2 		$1.77M Sell
27,009
-1,136
-4% -$72.1K 0.05% 269
2026
Q1 		$1.63M Sell
28,145
-2,039
-7% -$121K 0.06% 266
2025
Q4 		$1.73M Sell
30,184
-681
-2% -$38.3K 0.06% 270
2025
Q3 		$1.7M Sell
30,865
-466
-1% -$24.8K 0.06% 260
2025
Q2 		$1.61M Sell
31,331
-766
-2% -$37.4K 0.06% 250
2025
Q1 		$1.58M Sell
32,097
-1,060
-3% -$53.6K 0.07% 246
2024
Q4 		$1.65M Buy
33,157
+543
+2% +$27.6K 0.08% 249
2024
Q3 		$1.64M Buy
32,614
+1,348
+4% +$65.4K 0.08% 245
2024
Q2 		$1.48M Sell
31,266
-496
-2% -$23.2K 0.15% 128
2024
Q1 		$1.51M Buy
31,762
+2,191
+7% +$98.4K 0.08% 231
2023
Q4 		$1.28M Buy
29,571
+5,209
+21% +$213K 0.08% 220
2023
Q3 		$970K Buy
24,362
+4,137
+20% +$170K 0.07% 239
2023
Q2 		$820K Buy
+20,225
New +$786K 0.06% 267
2022
Q4 		$586K Sell
16,045
-1,204
-7% -$43.8K 0.04% 324
2022
Q3 		$573K Buy
17,249
+1,843
+12% +$67.9K 0.05% 294
2022
Q2 		$545K Buy
+15,406
New +$589K 0.04% 304
2022
Q1 		– Sell
-158
Closed -$6K – 1298
2021
Q4 		$6K Buy
+158
New +$6.17K ﹤0.01% 1702

Other funds holding IUS

IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

CoreCap Advisors's IUS Position: Q3 2026 in Review

CoreCap Advisors reduced its Invesco RAFI Strategic US ETF (IUS) stake by 7.4% in Q3 2026, selling an estimated $137K and leaving 25,011 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #278.

CoreCap Advisors first reported a position in IUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.77M in Q2 2026. 9 funds tracked by Wall St. Rank hold IUS as of Q3 2026.

  • CoreCap Advisors held 25,011 shares of Invesco RAFI Strategic US ETF worth $1.7M as of Q3 2026.
  • CoreCap Advisors sold 1,998 Invesco RAFI Strategic US ETF shares in Q3 2026, an estimated $137K.
  • Invesco RAFI Strategic US ETF made up 0.05% of CoreCap Advisors's portfolio in Q3 2026, its #278 holding.
  • CoreCap Advisors first reported a position in Invesco RAFI Strategic US ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Invesco RAFI Strategic US ETF position peaked at $1.77M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.