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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$550K	Buy	10,689 +3,048	+40%	+$157K	0.21%	80
2025 Q1	$377K	Buy	7,641 +2,645	+53%	+$131K	0.16%	90
2024 Q4	$248K	Buy	+4,996	New	+$248K	0.11%	114