Highline Wealth Partners’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Highline Wealth 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	$32.3K	Hold	493	–	–	0.01%	306
2026 Q1	$28.6K	Hold	493	–	–	0.01%	242
2025 Q4	$28.2K	Hold	493	–	–	0.01%	200
2025 Q3	$27.2K	Hold	493	–	–	0.01%	226
2025 Q2	$25.4K	Buy	+493	New	+$24.1K	0.01%	194

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

Highline Wealth Partners's IUS Position: Q2 2026 in Review

Highline Wealth Partners held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 493 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #306.

Highline Wealth Partners first reported a position in IUS in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Highline Wealth Partners held 493 shares of Invesco RAFI Strategic US ETF worth $32.3K as of Q2 2026.
Highline Wealth Partners left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
Invesco RAFI Strategic US ETF made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #306 holding.
Highline Wealth Partners first reported a position in Invesco RAFI Strategic US ETF in Q2 2025 and has held it in 5 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.