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 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

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

Farther Finance Advisors's IUS Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco RAFI Strategic US ETF (IUS) stake by 27% in Q2 2026, selling an estimated $88.2K and leaving 3,764 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Farther Finance Advisors first reported a position in IUS in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Farther Finance Advisors held 3,764 shares of Invesco RAFI Strategic US ETF worth $247K as of Q2 2026.
Farther Finance Advisors sold 1,389 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $88.2K.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2094 holding.
Farther Finance Advisors first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Invesco RAFI Strategic US ETF position peaked at $1.11M in Q1 2025.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.