HFS
IUS icon

Hughes Financial Services’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Hughes Financial Services’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 		$167K Hold
2,553
– – 0.02% 96
2026
Q1 		$148K Hold
2,553
– – 0.02% 98
2025
Q4 		$146K Buy
2,553
+938
+58% +$52.8K 0.02% 96
2025
Q3 		$90.8K Hold
1,615
– – 0.01% 123
2025
Q2 		$83.6K Hold
1,615
– – 0.01% 121
2025
Q1 		$79.8K Buy
+1,615
New +$81.6K 0.02% 124

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
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
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
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

Hughes Financial Services's IUS Position: Q2 2026 in Review

Hughes Financial Services held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 2,553 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #96.

Hughes Financial Services first reported a position in IUS in Q1 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Hughes Financial Services held 2,553 shares of Invesco RAFI Strategic US ETF worth $167K as of Q2 2026.
  • Hughes Financial Services left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
  • Invesco RAFI Strategic US ETF made up 0.02% of Hughes Financial Services's portfolio in Q2 2026, its #96 holding.
  • Hughes Financial Services first reported a position in Invesco RAFI Strategic US ETF in Q1 2025 and has held it in 6 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.