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M.E. Allison & Co’s Invesco RAFI Strategic US ETF IUS Stock Holding History

M.E. Allison & Co’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 		$240K Hold
3,663
– – 0.14% 172
2026
Q1 		$212K Sell
3,663
-1,063
-22% -$62.9K 0.14% 178
2025
Q4 		$270K Sell
4,726
-769
-14% -$43.3K 0.18% 137
2025
Q3 		$303K Hold
5,495
– – 0.21% 129
2025
Q2 		$283K Hold
5,495
– – 0.23% 124
2025
Q1 		$271K Hold
5,495
– – 0.27% 113
2024
Q4 		$273K Buy
+5,495
New +$279K 0.3% 97

Other funds holding IUS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

M.E. Allison & Co's IUS Position: Q2 2026 in Review

M.E. Allison & Co held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 3,663 shares worth $240K. The position accounts for 0.14% of the portfolio, ranked #172.

M.E. Allison & Co first reported a position in IUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $303K in Q3 2025. 19 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • M.E. Allison & Co held 3,663 shares of Invesco RAFI Strategic US ETF worth $240K as of Q2 2026.
  • M.E. Allison & Co left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
  • Invesco RAFI Strategic US ETF made up 0.14% of M.E. Allison & Co's portfolio in Q2 2026, its #172 holding.
  • M.E. Allison & Co first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 7 quarters since.
  • M.E. Allison & Co's Invesco RAFI Strategic US ETF position peaked at $303K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.