Mainstay Capital Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Mainstay Capital 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
2025 Q4	–	Sell	-4,214	Closed	-$233K	–	128
2025 Q3	$233K	Sell	4,214 -4,214	-50%	-$224K	0.02%	113
2025 Q2	$434K	Buy	8,428 +1,543	+22%	+$75.4K	0.02%	110
2025 Q1	$340K	Buy	6,885 +1,246	+22%	+$63K	0.05%	79
2024 Q4	$280K	Sell	5,639 -227	-4%	-$11.5K	0.04%	84
2024 Q3	$295K	Sell	5,866 -111	-2%	-$5.38K	0.05%	87
2024 Q2	$283K	Hold	5,977	–	–	0.05%	85
2024 Q1	$284K	Buy	+5,977	New	+$268K	0.05%	94

Other funds holding IUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Mainstay Capital Management's IUS Position: Q4 2025 in Review

Mainstay Capital Management sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2025, closing a stake of 4,214 shares — an estimated $233K sold.

Mainstay Capital Management first reported a position in IUS in Q1 2024 and held it in 7 quarters. The position peaked at $434K in Q2 2025. 100 funds tracked by Wall St. Rank hold IUS as of Q4 2025.

Mainstay Capital Management reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2025 after selling out during the quarter.
Mainstay Capital Management sold 4,214 Invesco RAFI Strategic US ETF shares in Q4 2025, an estimated $233K.
Mainstay Capital Management first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and held it in 7 quarters.
Mainstay Capital Management's Invesco RAFI Strategic US ETF position peaked at $434K in Q2 2025.
100 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2025.

Based on Mainstay Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.