Foguth Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Foguth Wealth Management’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	$1.31M	Sell	19,675 -12,754	-39%	-$810K	0.15%	76
2026 Q1	$2.13M	Sell	32,429 -19,994	-38%	-$1.18M	0.25%	62
2025 Q4	$3.01M	Buy	+52,423	New	+$2.95M	0.47%	58
2025 Q2	$1.48M	Sell	28,664 -79,384	-73%	-$3.88M	0.32%	56
2025 Q1	$5.33M	Buy	108,048 +10,376	+11%	+$524K	1.29%	24
2024 Q4	$5.04M	Buy	97,672 +14,423	+17%	+$732K	1.32%	25
2024 Q3	$4.16M	Buy	83,249 +19,512	+31%	+$946K	1.51%	22
2024 Q2	$3.02M	Sell	63,737 -23,149	-27%	-$1.08M	1.33%	24
2024 Q1	$4.12M	Buy	+86,886	New	+$3.9M	2.21%	14

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

Foguth Wealth Management's IUS Position: Q2 2026 in Review

Foguth Wealth Management reduced its Invesco RAFI Strategic US ETF (IUS) stake by 39% in Q2 2026, selling an estimated $810K and leaving 19,675 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #76.

Foguth Wealth Management first reported a position in IUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.33M in Q1 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Foguth Wealth Management held 19,675 shares of Invesco RAFI Strategic US ETF worth $1.31M as of Q2 2026.
Foguth Wealth Management sold 12,754 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $810K.
Invesco RAFI Strategic US ETF made up 0.15% of Foguth Wealth Management's portfolio in Q2 2026, its #76 holding.
Foguth Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's Invesco RAFI Strategic US ETF position peaked at $5.33M in Q1 2025.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.