Larson Financial Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Larson Financial Group’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	$1.68M	Buy	25,667 +1,411	+6%	+$89.6K	0.04%	279
2026 Q1	$1.4M	Buy	24,256 +1,129	+5%	+$66.8K	0.04%	278
2025 Q4	$1.32M	Buy	23,127 +1,639	+8%	+$92.3K	0.04%	281
2025 Q3	$1.19M	Sell	21,488 -7,405	-26%	-$394K	0.04%	284
2025 Q2	$1.49M	Sell	28,893 -132	-0.5%	-$6.45K	0.06%	245
2025 Q1	$1.43M	Buy	29,025 +12,407	+75%	+$627K	0.07%	226
2024 Q4	$825K	Buy	16,618 +1,206	+8%	+$61.2K	0.04%	274
2024 Q3	$775K	Buy	15,412 +1,036	+7%	+$50.2K	0.04%	261
2024 Q2	$682K	Buy	+14,376	New	+$672K	0.05%	228

Other funds holding IUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 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

Larson Financial Group's IUS Position: Q2 2026 in Review

Larson Financial Group increased its Invesco RAFI Strategic US ETF (IUS) stake by 5.8% in Q2 2026, buying an estimated $89.6K and bringing the position to 25,667 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #279.

Larson Financial Group first reported a position in IUS in Q2 2024 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Larson Financial Group held 25,667 shares of Invesco RAFI Strategic US ETF worth $1.68M as of Q2 2026.
Larson Financial Group bought 1,411 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $89.6K.
Invesco RAFI Strategic US ETF made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #279 holding.
Larson Financial Group first reported a position in Invesco RAFI Strategic US ETF in Q2 2024 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

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