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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
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

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
Rockefeller Capital Management
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
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
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

CoreCap Advisors's IUS Position: Q2 2026 in Review

CoreCap Advisors reduced its Invesco RAFI Strategic US ETF (IUS) stake by 4% in Q2 2026, selling an estimated $72.1K and leaving 27,009 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #269.

CoreCap Advisors first reported a position in IUS in Q4 2021 and has held it in 17 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • CoreCap Advisors held 27,009 shares of Invesco RAFI Strategic US ETF worth $1.77M as of Q2 2026.
  • CoreCap Advisors sold 1,136 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $72.1K.
  • Invesco RAFI Strategic US ETF made up 0.05% of CoreCap Advisors's portfolio in Q2 2026, its #269 holding.
  • CoreCap Advisors first reported a position in Invesco RAFI Strategic US ETF in Q4 2021 and has held it in 17 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.