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Jeff Yass’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Jeff Yass’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 		$1.01M Buy
15,401
+2,341
+18% +$149K ﹤0.01% 8174
2026
Q1 		$756K Sell
13,060
-3,975
-23% -$235K ﹤0.01% 8616
2025
Q4 		$974K Buy
+17,035
New +$959K ﹤0.01% 7250
2025
Q3 		– Sell
-16,777
Closed -$864K – 13152
2025
Q2 		$864K Sell
16,777
-46,736
-74% -$2.28M ﹤0.01% 7805
2025
Q1 		$3.14M Buy
63,513
+53,893
+560% +$2.72M ﹤0.01% 4565
2024
Q4 		$478K Buy
+9,620
New +$489K ﹤0.01% 8772
2024
Q3 		– Sell
-70,184
Closed -$3.33M – 12491
2024
Q2 		$3.33M Buy
70,184
+43,701
+165% +$2.04M ﹤0.01% 4128
2024
Q1 		$1.26M Buy
+26,483
New +$1.19M ﹤0.01% 6353
2023
Q4 		– Sell
-20,533
Closed -$818K – 12826
2023
Q3 		$818K Buy
+20,533
New +$841K ﹤0.01% 7098
2023
Q2 		– Sell
-26,268
Closed -$1.01M – 12602
2023
Q1 		$1.01M Buy
+26,268
New +$990K ﹤0.01% 6806
2022
Q4 		– Sell
-85,130
Closed -$2.83M – 13028
2022
Q3 		$2.83M Buy
85,130
+33,366
+64% +$1.23M ﹤0.01% 4202
2022
Q2 		$1.83M Buy
+51,764
New +$1.98M ﹤0.01% 5099
2021
Q4 		– Sell
-5,965
Closed -$220K – 13485
2021
Q3 		$220K Buy
5,965
+191
+3% +$7.22K ﹤0.01% 11277
2021
Q2 		$215K Buy
+5,774
New +$212K ﹤0.01% 11449

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

Jeff Yass's IUS Position: Q2 2026 in Review

Jeff Yass increased its Invesco RAFI Strategic US ETF (IUS) stake by 18% in Q2 2026, buying an estimated $149K and bringing the position to 15,401 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #8174.

Jeff Yass first reported a position in IUS in Q2 2021 and has held it in 14 quarters since. The position peaked at $3.33M in Q2 2024. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Jeff Yass held 15,401 shares of Invesco RAFI Strategic US ETF worth $1.01M as of Q2 2026.
  • Jeff Yass bought 2,341 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $149K.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8174 holding.
  • Jeff Yass first reported a position in Invesco RAFI Strategic US ETF in Q2 2021 and has held it in 14 quarters since.
  • Jeff Yass's Invesco RAFI Strategic US ETF position peaked at $3.33M in Q2 2024.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.