LPL Financial
IUS icon

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

LPL Financial’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 		$117M Buy
1,784,665
+277,267
+18% +$17.6M 0.03% 582
2026
Q1 		$87.3M Sell
1,507,398
-514
-0% -$30.4K 0.02% 648
2025
Q4 		$86.2M Sell
1,507,912
-9,249
-0.6% -$521K 0.02% 619
2025
Q3 		$83.8M Buy
1,517,161
+71,931
+5% +$3.83M 0.02% 597
2025
Q2 		$74.4M Buy
1,445,230
+149,165
+12% +$7.29M 0.02% 595
2025
Q1 		$64M Buy
1,296,065
+262,784
+25% +$13.3M 0.02% 589
2024
Q4 		$51.3M Buy
1,033,281
+57,606
+6% +$2.93M 0.02% 641
2024
Q3 		$49.1M Buy
975,675
+151,376
+18% +$7.34M 0.02% 623
2024
Q2 		$39.1M Buy
824,299
+217,384
+36% +$10.2M 0.02% 660
2024
Q1 		$28.8M Sell
606,915
-18,800
-3% -$844K 0.02% 781
2023
Q4 		$27.1M Buy
625,715
+87,723
+16% +$3.58M 0.02% 744
2023
Q3 		$21.4M Buy
537,992
+165,342
+44% +$6.78M 0.02% 776
2023
Q2 		$15.1M Buy
372,650
+117,815
+46% +$4.58M 0.01% 915
2023
Q1 		$9.76M Buy
254,835
+49,092
+24% +$1.85M 0.01% 1102
2022
Q4 		$7.51M Buy
205,743
+56,988
+38% +$2.07M 0.01% 1212
2022
Q3 		$4.94M Buy
148,755
+91,443
+160% +$3.37M ﹤0.01% 1383
2022
Q2 		$2.03M Buy
57,312
+2,939
+5% +$112K ﹤0.01% 2019
2022
Q1 		$2.21M Buy
54,373
+42,063
+342% +$1.67M ﹤0.01% 1994
2021
Q4 		$499K Buy
12,310
+6,680
+119% +$261K ﹤0.01% 3281
2021
Q3 		$207K Buy
+5,630
New +$213K ﹤0.01% 3958

Other funds holding IUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
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
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
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
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

LPL Financial's IUS Position: Q2 2026 in Review

LPL Financial increased its Invesco RAFI Strategic US ETF (IUS) stake by 18% in Q2 2026, buying an estimated $17.6M and bringing the position to 1,784,665 shares worth $117M. The position accounts for 0.03% of the portfolio, ranked #582.

LPL Financial first reported a position in IUS in Q3 2021 and has held it in 20 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • LPL Financial held 1,784,665 shares of Invesco RAFI Strategic US ETF worth $117M as of Q2 2026.
  • LPL Financial bought 277,267 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $17.6M.
  • Invesco RAFI Strategic US ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #582 holding.
  • LPL Financial first reported a position in Invesco RAFI Strategic US ETF in Q3 2021 and has held it in 20 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.