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Eagle Strategies’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Eagle Strategies’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 		$2.38M Buy
36,301
+3,043
+9% +$193K 0.24% 85
2026
Q1 		$1.93M Buy
33,258
+3,410
+11% +$202K 0.23% 91
2025
Q4 		$1.71M Buy
29,848
+6,436
+27% +$362K 0.22% 97
2025
Q3 		$1.29M Buy
+23,412
New +$1.25M 0.17% 110

Other funds holding IUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 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
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Eagle Strategies's IUS Position: Q2 2026 in Review

Eagle Strategies increased its Invesco RAFI Strategic US ETF (IUS) stake by 9.1% in Q2 2026, buying an estimated $193K and bringing the position to 36,301 shares worth $2.38M. The position accounts for 0.24% of the portfolio, ranked #85.

Eagle Strategies first reported a position in IUS in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Eagle Strategies held 36,301 shares of Invesco RAFI Strategic US ETF worth $2.38M as of Q2 2026.
  • Eagle Strategies bought 3,043 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $193K.
  • Invesco RAFI Strategic US ETF made up 0.24% of Eagle Strategies's portfolio in Q2 2026, its #85 holding.
  • Eagle Strategies first reported a position in Invesco RAFI Strategic US ETF in Q3 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.