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

Davies Financial 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
2025 Q3	–	Sell	-38,320	Closed	-$1.97M	–	69
2025 Q2	$1.97M	Sell	38,320 -4,865	-11%	-$238K	1.53%	13
2025 Q1	$2.13M	Buy	43,185 +23,851	+123%	+$1.21M	1.82%	11
2024 Q4	$960K	Buy	19,334 +3,201	+20%	+$163K	0.82%	29
2024 Q3	$811K	Buy	16,133 +11,093	+220%	+$538K	0.71%	34
2024 Q2	$239K	Buy	+5,040	New	+$236K	0.22%	61

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

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Davies Financial Advisors's IUS Position: Q3 2025 in Review

Davies Financial Advisors sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2025, closing a stake of 38,320 shares — an estimated $1.97M sold.

Davies Financial Advisors first reported a position in IUS in Q2 2024 and held it in 5 quarters. The position peaked at $2.13M in Q1 2025. 97 funds tracked by Wall St. Rank hold IUS as of Q3 2025.

Davies Financial Advisors reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2025 after selling out during the quarter.
Davies Financial Advisors sold 38,320 Invesco RAFI Strategic US ETF shares in Q3 2025, an estimated $1.97M.
Davies Financial Advisors first reported a position in Invesco RAFI Strategic US ETF in Q2 2024 and held it in 5 quarters.
Davies Financial Advisors's Invesco RAFI Strategic US ETF position peaked at $2.13M in Q1 2025.
97 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2025.

Based on Davies Financial Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.