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

Equitable 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	$418K	Sell	6,381 -1,182	-16%	-$75.1K	﹤0.01%	1400
2026 Q1	$432K	Sell	7,563 -3,706	-33%	-$219K	﹤0.01%	1309
2025 Q4	$644K	Sell	11,269 -2,487	-18%	-$140K	﹤0.01%	1026
2025 Q3	$759K	Sell	13,756 -2,225	-14%	-$118K	0.01%	931
2025 Q2	$823K	Sell	15,981 -1,171	-7%	-$57.2K	0.01%	852
2025 Q1	$847K	Buy	17,152 +11,202	+188%	+$566K	0.01%	760
2024 Q4	$296K	Sell	5,950 -793	-12%	-$40.3K	﹤0.01%	1044
2024 Q3	$339K	Sell	6,743 -395	-6%	-$19.2K	﹤0.01%	995
2024 Q2	$339K	Sell	7,138 -1,549	-18%	-$72.4K	﹤0.01%	958
2024 Q1	$412K	Sell	8,687 -652	-7%	-$29.3K	﹤0.01%	871
2023 Q4	$404K	Sell	9,339 -1,847	-17%	-$75.4K	0.01%	842
2023 Q3	$446K	Buy	11,186 +4,031	+56%	+$165K	0.01%	756
2023 Q2	$290K	Buy	+7,155	New	+$278K	﹤0.01%	857

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

Equitable Holdings's IUS Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco RAFI Strategic US ETF (IUS) stake by 16% in Q2 2026, selling an estimated $75.1K and leaving 6,381 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Equitable Holdings first reported a position in IUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $847K in Q1 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Equitable Holdings held 6,381 shares of Invesco RAFI Strategic US ETF worth $418K as of Q2 2026.
Equitable Holdings sold 1,182 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $75.1K.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1400 holding.
Equitable Holdings first reported a position in Invesco RAFI Strategic US ETF in Q2 2023 and has held it in 13 quarters since.
Equitable Holdings's Invesco RAFI Strategic US ETF position peaked at $847K in Q1 2025.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.