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

HHM Wealth 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 Q2	$2.75K	Buy	+42	New	+$2.67K	﹤0.01%	791

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

HHM Wealth Advisors's IUS Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in Invesco RAFI Strategic US ETF (IUS) in Q2 2026: 42 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings.

105 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

HHM Wealth Advisors held 42 shares of Invesco RAFI Strategic US ETF worth $2.75K as of Q2 2026.
Invesco RAFI Strategic US ETF was a new HHM Wealth Advisors position in Q2 2026.
Invesco RAFI Strategic US ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #791 holding.
105 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.