Corient Private Wealth
IUS icon

Corient Private Wealth’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-4,058
Closed -$234K – 2923
2025
Q4 		$234K Hold
4,058
– – ﹤0.01% 2341
2025
Q3 		$224K Buy
4,058
+15
+0.4% +$798 ﹤0.01% 2295
2025
Q2 		$208K Buy
+4,043
New +$198K ﹤0.01% 2215

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Corient Private Wealth's IUS Position: Q1 2026 in Review

Corient Private Wealth sold out of Invesco RAFI Strategic US ETF (IUS) in Q1 2026, closing a stake of 4,058 shares — an estimated $234K sold.

Corient Private Wealth first reported a position in IUS in Q2 2025 and held it in 3 quarters. The position peaked at $234K in Q4 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • Corient Private Wealth reported no remaining Invesco RAFI Strategic US ETF position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 4,058 Invesco RAFI Strategic US ETF shares in Q1 2026, an estimated $234K.
  • Corient Private Wealth first reported a position in Invesco RAFI Strategic US ETF in Q2 2025 and held it in 3 quarters.
  • Corient Private Wealth's Invesco RAFI Strategic US ETF position peaked at $234K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.