Eaton Financial Holdings’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Eaton Financial Holdings’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	$461K	Hold	7,035	–	–	0.13%	96
2026 Q1	$407K	Sell	7,035 -3,032	-30%	-$179K	0.13%	98
2025 Q4	$575K	Hold	10,067	–	–	0.15%	94
2025 Q3	$556K	Sell	10,067 -313	-3%	-$16.7K	0.16%	87
2025 Q2	$535K	Sell	10,380 -8,724	-46%	-$426K	0.16%	81
2025 Q1	$943K	Sell	19,104 -15,150	-44%	-$765K	0.39%	39
2024 Q4	$1.7M	Sell	34,254 -49,123	-59%	-$2.49M	0.66%	34
2024 Q3	$4.19M	Buy	+83,377	New	+$4.04M	1.71%	17
2024 Q1	$4.07M	Buy	+85,701	New	+$3.85M	2.11%	13

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

Eaton Financial Holdings's IUS Position: Q2 2026 in Review

Eaton Financial Holdings held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 7,035 shares worth $461K. The position accounts for 0.13% of the portfolio, ranked #96.

Eaton Financial Holdings first reported a position in IUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.19M in Q3 2024. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Eaton Financial Holdings held 7,035 shares of Invesco RAFI Strategic US ETF worth $461K as of Q2 2026.
Eaton Financial Holdings left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
Invesco RAFI Strategic US ETF made up 0.13% of Eaton Financial Holdings's portfolio in Q2 2026, its #96 holding.
Eaton Financial Holdings first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 9 quarters since.
Eaton Financial Holdings's Invesco RAFI Strategic US ETF position peaked at $4.19M in Q3 2024.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.