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

Lighthouse 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	$11.3M	Sell	171,964 -2,609	-1%	-$166K	7%	5
2026 Q1	$10.1M	Buy	174,573 +4,675	+3%	+$277K	6.87%	6
2025 Q4	$9.71M	Buy	169,898 +461	+0.3%	+$26K	6.63%	7
2025 Q3	$9.35M	Sell	169,437 -628	-0.4%	-$33.4K	7.59%	6
2025 Q2	$8.76M	Sell	170,065 -2,329	-1%	-$114K	7.58%	6
2025 Q1	$8.51M	Buy	172,394 +1,861	+1%	+$94K	7.8%	6
2024 Q4	$8.47M	Buy	+170,533	New	+$8.66M	7.76%	6

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

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

Lighthouse Wealth Management reduced its Invesco RAFI Strategic US ETF (IUS) stake by 1.5% in Q2 2026, selling an estimated $166K and leaving 171,964 shares worth $11.3M. The position accounts for 7% of the portfolio, ranked #5.

Lighthouse Wealth Management first reported a position in IUS in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Lighthouse Wealth Management held 171,964 shares of Invesco RAFI Strategic US ETF worth $11.3M as of Q2 2026.
Lighthouse Wealth Management sold 2,609 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $166K.
Invesco RAFI Strategic US ETF made up 7% of Lighthouse Wealth Management's portfolio in Q2 2026, its #5 holding.
Lighthouse Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.