Dynamic Advisor Solutions’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Dynamic Advisor Solutions’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	$264K	Buy	4,033 +97	+2%	+$6.16K	0.01%	905
2026 Q1	$228K	Sell	3,936 -266	-6%	-$15.7K	0.01%	883
2025 Q4	$240K	Buy	4,202 +325	+8%	+$18.3K	0.01%	849
2025 Q3	$214K	Sell	3,877 -95	-2%	-$5.06K	0.01%	883
2025 Q2	$205K	Sell	3,972 -799	-17%	-$39K	0.01%	853
2025 Q1	$235K	Buy	4,771 +201	+4%	+$10.2K	0.01%	773
2024 Q4	$227K	Sell	4,570 -510	-10%	-$25.9K	0.01%	592
2024 Q3	$256K	Buy	5,080 +827	+19%	+$40.1K	0.01%	814
2024 Q2	$202K	Sell	4,253 -281	-6%	-$13.1K	0.01%	878
2024 Q1	$215K	Sell	4,534 -381	-8%	-$17.1K	0.01%	842
2023 Q4	$211K	Buy	+4,915	New	+$201K	0.01%	825
2022 Q2	–	Sell	-9,506	Closed	-$386K	–	734
2022 Q1	$386K	Sell	9,506 -220	-2%	-$8.72K	0.03%	491
2021 Q4	$394K	Buy	+9,726	New	+$380K	0.03%	492

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

Dynamic Advisor Solutions's IUS Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Invesco RAFI Strategic US ETF (IUS) stake by 2.5% in Q2 2026, buying an estimated $6.16K and bringing the position to 4,033 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #905.

Dynamic Advisor Solutions first reported a position in IUS in Q4 2021 and has held it in 13 quarters since. The position peaked at $394K in Q4 2021. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Dynamic Advisor Solutions held 4,033 shares of Invesco RAFI Strategic US ETF worth $264K as of Q2 2026.
Dynamic Advisor Solutions bought 97 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $6.16K.
Invesco RAFI Strategic US ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #905 holding.
Dynamic Advisor Solutions first reported a position in Invesco RAFI Strategic US ETF in Q4 2021 and has held it in 13 quarters since.
Dynamic Advisor Solutions's Invesco RAFI Strategic US ETF position peaked at $394K in Q4 2021.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.