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Farther Finance Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Farther Finance Advisors’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 		$258K Buy
3,806
+42
+1% +$2.88K ﹤0.01% 2096
2026
Q2 		$247K Sell
3,764
-1,389
-27% -$88.2K ﹤0.01% 2094
2026
Q1 		$300K Sell
5,153
-3
-0.1% -$177 ﹤0.01% 1730
2025
Q4 		$295K Sell
5,156
-257
-5% -$14.5K ﹤0.01% 1656
2025
Q3 		$299K Sell
5,413
-2,400
-31% -$128K ﹤0.01% 1387
2025
Q2 		$402K Sell
7,813
-14,632
-65% -$715K 0.01% 1014
2025
Q1 		$1.11M Buy
+22,445
New +$1.13M 0.03% 464
2024
Q3 		– Sell
-4,201
Closed -$199K – 4068
2024
Q2 		$199K Buy
4,201
+2,824
+205% +$132K 0.01% 835
2024
Q1 		$65.4K Buy
+1,377
New +$61.8K ﹤0.01% 1091

Other funds holding IUS

IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

Farther Finance Advisors's IUS Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco RAFI Strategic US ETF (IUS) stake by 1.1% in Q3 2026, buying an estimated $2.88K and bringing the position to 3,806 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Farther Finance Advisors first reported a position in IUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2025. 9 funds tracked by Wall St. Rank hold IUS as of Q3 2026.

  • Farther Finance Advisors held 3,806 shares of Invesco RAFI Strategic US ETF worth $258K as of Q3 2026.
  • Farther Finance Advisors bought 42 Invesco RAFI Strategic US ETF shares in Q3 2026, an estimated $2.88K.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2096 holding.
  • Farther Finance Advisors first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's Invesco RAFI Strategic US ETF position peaked at $1.11M in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.