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Kingsview Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Kingsview Wealth 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
2026
Q2 		$305K Sell
4,652
-4,119
-47% -$262K ﹤0.01% 1182
2026
Q1 		$508K Sell
8,771
-403
-4% -$23.8K 0.01% 896
2025
Q4 		$524K Sell
9,174
-284
-3% -$16K 0.01% 832
2025
Q3 		$522K Sell
9,458
-105,745
-92% -$5.63M 0.01% 787
2025
Q2 		$5.93M Buy
115,203
+230
+0.2% +$11.2K 0.1% 210
2025
Q1 		$5.68M Sell
114,973
-2,382
-2% -$120K 0.11% 196
2024
Q4 		$5.83M Sell
117,355
-542
-0.5% -$27.5K 0.11% 184
2024
Q3 		$5.93M Buy
117,897
+5,455
+5% +$265K 0.12% 171
2024
Q2 		$5.33M Sell
112,442
-376
-0.3% -$17.6K 0.13% 177
2024
Q1 		$5.35M Sell
112,818
-2,168
-2% -$97.3K 0.13% 167
2023
Q4 		$4.98M Sell
114,986
-2,136
-2% -$87.2K 0.15% 157
2023
Q3 		$4.66M Buy
117,122
+4,308
+4% +$177K 0.17% 141
2023
Q2 		$4.57M Sell
112,814
-2,235
-2% -$86.8K 0.18% 125
2023
Q1 		$4.41M Sell
115,049
-940
-0.8% -$35.4K 0.19% 120
2022
Q4 		$4.24M Sell
115,989
-17,520
-13% -$638K 0.18% 134
2022
Q3 		$4.43M Buy
133,509
+2,496
+2% +$91.9K 0.21% 117
2022
Q2 		$4.63M Buy
131,013
+112,243
+598% +$4.29M 0.22% 117
2022
Q1 		$761K Buy
+18,770
New +$744K 0.03% 472

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

Kingsview Wealth Management's IUS Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Invesco RAFI Strategic US ETF (IUS) stake by 47% in Q2 2026, selling an estimated $262K and leaving 4,652 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Kingsview Wealth Management first reported a position in IUS in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.93M in Q2 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Kingsview Wealth Management held 4,652 shares of Invesco RAFI Strategic US ETF worth $305K as of Q2 2026.
  • Kingsview Wealth Management sold 4,119 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $262K.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1182 holding.
  • Kingsview Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q1 2022 and has held it in 18 quarters since.
  • Kingsview Wealth Management's Invesco RAFI Strategic US ETF position peaked at $5.93M in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.