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

Merit Financial 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
2026
Q2 		$16.2M Buy
246,487
+1,644
+0.7% +$104K 0.1% 177
2026
Q1 		$14.2M Buy
244,843
+4,965
+2% +$294K 0.11% 176
2025
Q4 		$13.7M Sell
239,878
-1,980
-0.8% -$111K 0.11% 155
2025
Q3 		$13.4M Buy
241,858
+5,238
+2% +$279K 0.12% 136
2025
Q2 		$12.2M Sell
236,620
-6,738
-3% -$329K 0.14% 117
2025
Q1 		$12M Sell
243,358
-42,691
-15% -$2.16M 0.18% 95
2024
Q4 		$14.2M Buy
286,049
+70,227
+33% +$3.57M 0.26% 74
2024
Q3 		$10.9M Sell
215,822
-35,138
-14% -$1.7M 0.24% 69
2024
Q2 		$11.9M Buy
250,960
+999
+0.4% +$46.7K 0.26% 67
2024
Q1 		$11.5M Sell
249,961
-258,267
-51% -$11.6M 0.27% 62
2023
Q4 		$22M Buy
508,228
+31,417
+7% +$1.28M 0.67% 26
2023
Q3 		$19M Buy
476,811
+9,337
+2% +$383K 0.62% 25
2023
Q2 		$18.9M Buy
467,474
+138,150
+42% +$5.37M 0.61% 25
2023
Q1 		$12.6M Buy
329,324
+100,424
+44% +$3.79M 0.46% 36
2022
Q4 		$8.36M Sell
228,900
-4,042
-2% -$147K 0.3% 51
2022
Q3 		$7.73M Buy
+232,942
New +$8.58M 0.34% 38

Other funds holding IUS

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Merit Financial Group's IUS Position: Q2 2026 in Review

Merit Financial Group increased its Invesco RAFI Strategic US ETF (IUS) stake by 0.67% in Q2 2026, buying an estimated $104K and bringing the position to 246,487 shares worth $16.2M. The position accounts for 0.1% of the portfolio, ranked #177.

Merit Financial Group first reported a position in IUS in Q3 2022 and has held it in 16 quarters since. The position peaked at $22M in Q4 2023. 19 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Merit Financial Group held 246,487 shares of Invesco RAFI Strategic US ETF worth $16.2M as of Q2 2026.
  • Merit Financial Group bought 1,644 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $104K.
  • Invesco RAFI Strategic US ETF made up 0.1% of Merit Financial Group's portfolio in Q2 2026, its #177 holding.
  • Merit Financial Group first reported a position in Invesco RAFI Strategic US ETF in Q3 2022 and has held it in 16 quarters since.
  • Merit Financial Group's Invesco RAFI Strategic US ETF position peaked at $22M in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.