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

Flagstar 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
-5,400
Closed -$309K – 180
2025
Q4 		$309K Sell
5,400
-581
-10% -$32.7K 0.1% 148
2025
Q3 		$330K Buy
5,981
+17
+0.3% +$905 0.1% 150
2025
Q2 		$307K Sell
5,964
-313
-5% -$15.3K 0.09% 167
2025
Q1 		$310K Sell
6,277
-232
-4% -$11.7K 0.08% 174
2024
Q4 		$323K Buy
6,509
+661
+11% +$33.6K 0.08% 170
2024
Q3 		$294K Sell
5,848
-111
-2% -$5.38K 0.07% 175
2024
Q2 		$283K Buy
+5,959
New +$279K 0.08% 165

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

Flagstar Advisors's IUS Position: Q1 2026 in Review

Flagstar Advisors sold out of Invesco RAFI Strategic US ETF (IUS) in Q1 2026, closing a stake of 5,400 shares — an estimated $309K sold.

Flagstar Advisors first reported a position in IUS in Q2 2024 and held it in 7 quarters. The position peaked at $330K in Q3 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • Flagstar Advisors reported no remaining Invesco RAFI Strategic US ETF position as of Q1 2026 after selling out during the quarter.
  • Flagstar Advisors sold 5,400 Invesco RAFI Strategic US ETF shares in Q1 2026, an estimated $309K.
  • Flagstar Advisors first reported a position in Invesco RAFI Strategic US ETF in Q2 2024 and held it in 7 quarters.
  • Flagstar Advisors's Invesco RAFI Strategic US ETF position peaked at $330K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on Flagstar Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.