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Kestra Investment Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Kestra Investment Management’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
Q1 		– Sell
-206
Closed -$10.2K – 1191
2024
Q4 		$10.2K Buy
+206
New +$10.5K ﹤0.01% 820

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
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

Kestra Investment Management's IUS Position: Q1 2025 in Review

Kestra Investment Management sold out of Invesco RAFI Strategic US ETF (IUS) in Q1 2025, closing a stake of 206 shares — an estimated $10.2K sold.

Kestra Investment Management first reported a position in IUS in Q4 2024 and held it in 1 quarter. The position peaked at $10.2K in Q4 2024. 96 funds tracked by Wall St. Rank hold IUS as of Q1 2025.

  • Kestra Investment Management reported no remaining Invesco RAFI Strategic US ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 206 Invesco RAFI Strategic US ETF shares in Q1 2025, an estimated $10.2K.
  • Kestra Investment Management first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Invesco RAFI Strategic US ETF position peaked at $10.2K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.