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Kestra Advisory Services’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Kestra Advisory 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 		$15.9M Sell
242,705
-27,578
-10% -$1.75M 0.05% 377
2026
Q1 		$15.7M Buy
270,283
+16,427
+6% +$972K 0.06% 329
2025
Q4 		$14.5M Buy
253,856
+4,689
+2% +$264K 0.06% 320
2025
Q3 		$13.8M Buy
249,167
+28,610
+13% +$1.52M 0.06% 308
2025
Q2 		$11.4M Sell
220,557
-31,232
-12% -$1.53M 0.06% 343
2025
Q1 		$12.4M Buy
251,789
+36,986
+17% +$1.87M 0.06% 291
2024
Q4 		$10.7M Buy
214,803
+108,911
+103% +$5.53M 0.06% 329
2024
Q3 		$5.33M Buy
105,892
+1,710
+2% +$82.9K 0.03% 565
2024
Q2 		$4.94M Buy
104,182
+2,457
+2% +$115K 0.03% 595
2024
Q1 		$4.83M Buy
101,725
+37,012
+57% +$1.66M 0.03% 538
2023
Q4 		$2.8M Buy
64,713
+32,005
+98% +$1.31M 0.02% 658
2023
Q3 		$1.3M Buy
+32,708
New +$1.34M 0.01% 871

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
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Kestra Advisory Services's IUS Position: Q2 2026 in Review

Kestra Advisory Services reduced its Invesco RAFI Strategic US ETF (IUS) stake by 10% in Q2 2026, selling an estimated $1.75M and leaving 242,705 shares worth $15.9M. The position accounts for 0.05% of the portfolio, ranked #377.

Kestra Advisory Services first reported a position in IUS in Q3 2023 and has held it in 12 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Kestra Advisory Services held 242,705 shares of Invesco RAFI Strategic US ETF worth $15.9M as of Q2 2026.
  • Kestra Advisory Services sold 27,578 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $1.75M.
  • Invesco RAFI Strategic US ETF made up 0.05% of Kestra Advisory Services's portfolio in Q2 2026, its #377 holding.
  • Kestra Advisory Services first reported a position in Invesco RAFI Strategic US ETF in Q3 2023 and has held it in 12 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.