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Lifeworks Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Lifeworks Advisors’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
Q4 		– Sell
-4,051
Closed -$224K – 338
2025
Q3 		$224K Buy
4,051
+28
+0.7% +$1.49K 0.03% 308
2025
Q2 		$207K Sell
4,023
-642
-14% -$31.4K 0.03% 304
2025
Q1 		$230K Sell
4,665
-283
-6% -$14.3K 0.04% 280
2024
Q4 		$246K Sell
4,948
-336
-6% -$17.1K 0.04% 265
2024
Q3 		$266K Buy
5,284
+752
+17% +$36.5K 0.05% 247
2024
Q2 		$215K Buy
4,532
+251
+6% +$11.7K 0.06% 212
2024
Q1 		$203K Buy
+4,281
New +$192K 0.06% 222

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return