FWM
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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return