Lokken Investment Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Lokken Investment 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
2025 Q3	$474K	Sell	8,586 -2,103	-20%	-$112K	0.16%	93
2025 Q2	$550K	Buy	10,689 +3,048	+40%	+$149K	0.21%	80
2025 Q1	$377K	Buy	7,641 +2,645	+53%	+$134K	0.16%	90
2024 Q4	$248K	Buy	+4,996	New	+$254K	0.11%	114

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

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Lokken Investment Group's IUS Position: Q3 2025 in Review

Lokken Investment Group reduced its Invesco RAFI Strategic US ETF (IUS) stake by 20% in Q3 2025, selling an estimated $112K and leaving 8,586 shares worth $474K. The position accounts for 0.16% of the portfolio, ranked #93.

Lokken Investment Group first reported a position in IUS in Q4 2024 and has held it in 4 quarters since. The position peaked at $550K in Q2 2025. 97 funds tracked by Wall St. Rank hold IUS as of Q3 2025.

Lokken Investment Group held 8,586 shares of Invesco RAFI Strategic US ETF worth $474K as of Q3 2025.
Lokken Investment Group sold 2,103 Invesco RAFI Strategic US ETF shares in Q3 2025, an estimated $112K.
Invesco RAFI Strategic US ETF made up 0.16% of Lokken Investment Group's portfolio in Q3 2025, its #93 holding.
Lokken Investment Group first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 4 quarters since.
Lokken Investment Group's Invesco RAFI Strategic US ETF position peaked at $550K in Q2 2025.
97 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.