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
2026 Q2	$151K	Buy	+2,304	New	+$146K	﹤0.01%	1766
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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $579M AUM 17.84% 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

Global Retirement Partners's IUS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco RAFI Strategic US ETF (IUS) in Q2 2026: 2,304 shares worth $151K. The stake represents ﹤0.01% of the portfolio and ranks #1766 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IUS as recently as Q4 2025.

Global Retirement Partners first reported a position in IUS in Q1 2022 and has held it in 16 quarters since. The position peaked at $263K in Q2 2024. 105 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Global Retirement Partners held 2,304 shares of Invesco RAFI Strategic US ETF worth $151K as of Q2 2026.
Invesco RAFI Strategic US ETF was a new Global Retirement Partners position in Q2 2026.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1766 holding.
Global Retirement Partners first reported a position in Invesco RAFI Strategic US ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's Invesco RAFI Strategic US ETF position peaked at $263K in Q2 2024.
105 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.