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

IFP 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
2025 Q3	–	Sell	-20	Closed	-$1.03K	–	4886
2025 Q2	$1.03K	Hold	20	–	–	﹤0.01%	4220
2025 Q1	$987	Hold	20	–	–	﹤0.01%	3341
2024 Q4	$993	Buy	+20	New	+$1.02K	﹤0.01%	3278

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

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

IFP Advisors's IUS Position: Q3 2025 in Review

IFP Advisors sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2025, closing a stake of 20 shares — an estimated $1.03K sold.

IFP Advisors first reported a position in IUS in Q4 2024 and held it in 3 quarters. The position peaked at $1.03K in Q2 2025. 97 funds tracked by Wall St. Rank hold IUS as of Q3 2025.

IFP Advisors reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2025 after selling out during the quarter.
IFP Advisors sold 20 Invesco RAFI Strategic US ETF shares in Q3 2025, an estimated $1.03K.
IFP Advisors first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and held it in 3 quarters.
IFP Advisors's Invesco RAFI Strategic US ETF position peaked at $1.03K in Q2 2025.
97 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.