Merit Financial Group
IUS icon

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
Q3 		$16.8M Buy
248,425
+1,938
+0.8% +$133K 0.09% 188
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Merit Financial Group's IUS Position: Q3 2026 in Review

Merit Financial Group increased its Invesco RAFI Strategic US ETF (IUS) stake by 0.79% in Q3 2026, buying an estimated $133K and bringing the position to 248,425 shares worth $16.8M. The position accounts for 0.09% of the portfolio, ranked #188.

Merit Financial Group first reported a position in IUS in Q3 2022 and has held it in 17 quarters since. The position peaked at $22M in Q4 2023. 62 funds tracked by Wall St. Rank hold IUS as of Q3 2026.

  • Merit Financial Group held 248,425 shares of Invesco RAFI Strategic US ETF worth $16.8M as of Q3 2026.
  • Merit Financial Group bought 1,938 Invesco RAFI Strategic US ETF shares in Q3 2026, an estimated $133K.
  • Invesco RAFI Strategic US ETF made up 0.09% of Merit Financial Group's portfolio in Q3 2026, its #188 holding.
  • Merit Financial Group first reported a position in Invesco RAFI Strategic US ETF in Q3 2022 and has held it in 17 quarters since.
  • Merit Financial Group's Invesco RAFI Strategic US ETF position peaked at $22M in Q4 2023.
  • 62 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.