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Flagship Harbor Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-441
Closed -$25.2K – 1462
2025
Q4 		$25.2K Buy
+441
New +$24.8K ﹤0.01% 1262

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Flagship Harbor Advisors's IUS Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Invesco RAFI Strategic US ETF (IUS) in Q1 2026, closing a stake of 441 shares — an estimated $25.2K sold.

Flagship Harbor Advisors first reported a position in IUS in Q4 2025 and held it in 1 quarter. The position peaked at $25.2K in Q4 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Invesco RAFI Strategic US ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 441 Invesco RAFI Strategic US ETF shares in Q1 2026, an estimated $25.2K.
  • Flagship Harbor Advisors first reported a position in Invesco RAFI Strategic US ETF in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's Invesco RAFI Strategic US ETF position peaked at $25.2K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.