Global Retirement Partners’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Global Retirement Partners’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
2025 Q4	$85.4K	Buy	1,495 +5	+0.3%	+$281	﹤0.01%	2004
2025 Q3	$82.3K	Buy	1,490 +130	+10%	+$6.92K	﹤0.01%	1605
2025 Q2	$70K	Buy	+1,360	New	+$66.5K	﹤0.01%	1597
2024 Q4	$68.6K	Buy	1,380 +3	+0.2%	+$152	﹤0.01%	1460
2024 Q3	$69.2K	Sell	1,377 -4,159	-75%	-$202K	﹤0.01%	1398
2024 Q2	$263K	Buy	5,536 +986	+22%	+$46.1K	0.01%	798
2024 Q1	$216K	Buy	4,550 +352	+8%	+$15.8K	0.01%	768
2023 Q4	$181K	Buy	4,198 +2,549	+155%	+$104K	0.01%	797
2023 Q3	$64.7K	Buy	1,649 +646	+64%	+$26.5K	﹤0.01%	1140
2023 Q2	$40.6K	Buy	1,003 +210	+26%	+$8.16K	﹤0.01%	1368
2023 Q1	$30.2K	Hold	793	–	–	﹤0.01%	1462
2022 Q4	$29K	Buy	793 +2	+0.3%	+$73	﹤0.01%	1322
2022 Q3	$29K	Buy	791 +37	+5%	+$1.36K	﹤0.01%	1222
2022 Q2	$27K	Buy	754 +3	+0.4%	+$115	﹤0.01%	1229
2022 Q1	$28K	Buy	+751	New	+$29.8K	﹤0.01%	1215

Other funds holding IUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Global Retirement Partners's IUS Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco RAFI Strategic US ETF (IUS) stake by 0.34% in Q4 2025, buying an estimated $281 and bringing the position to 1,495 shares worth $85.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Global Retirement Partners first reported a position in IUS in Q1 2022 and has held it in 15 quarters since. The position peaked at $263K in Q2 2024. 100 funds tracked by Wall St. Rank hold IUS as of Q4 2025.

Global Retirement Partners held 1,495 shares of Invesco RAFI Strategic US ETF worth $85.4K as of Q4 2025.
Global Retirement Partners bought 5 Invesco RAFI Strategic US ETF shares in Q4 2025, an estimated $281.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2004 holding.
Global Retirement Partners first reported a position in Invesco RAFI Strategic US ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Invesco RAFI Strategic US ETF position peaked at $263K in Q2 2024.
100 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.