Eagle Strategies
IUS icon

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
Q3 		$2.61M Buy
38,523
+2,222
+6% +$152K 0.25% 83
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Eagle Strategies's IUS Position: Q3 2026 in Review

Eagle Strategies increased its Invesco RAFI Strategic US ETF (IUS) stake by 6.1% in Q3 2026, buying an estimated $152K and bringing the position to 38,523 shares worth $2.61M. The position accounts for 0.25% of the portfolio, ranked #83.

Eagle Strategies first reported a position in IUS in Q3 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold IUS as of Q3 2026.

  • Eagle Strategies held 38,523 shares of Invesco RAFI Strategic US ETF worth $2.61M as of Q3 2026.
  • Eagle Strategies bought 2,222 Invesco RAFI Strategic US ETF shares in Q3 2026, an estimated $152K.
  • Invesco RAFI Strategic US ETF made up 0.25% of Eagle Strategies's portfolio in Q3 2026, its #83 holding.
  • Eagle Strategies first reported a position in Invesco RAFI Strategic US ETF in Q3 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.