MML Investors Services
IUS icon

MML Investors Services’s Invesco RAFI Strategic US ETF IUS Stock Holding History

MML Investors Services’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 		$12.3M Sell
187,449
-9,275
-5% -$589K 0.03% 563
2026
Q1 		$11.4M Buy
196,724
+60,866
+45% +$3.6M 0.03% 497
2025
Q4 		$7.77M Buy
135,858
+9,298
+7% +$523K 0.02% 674
2025
Q3 		$6.99M Buy
126,560
+4,053
+3% +$216K 0.02% 676
2025
Q2 		$6.31M Buy
122,507
+27,667
+29% +$1.35M 0.02% 701
2025
Q1 		$4.68M Sell
94,840
-20,543
-18% -$1.04M 0.02% 752
2024
Q4 		$5.73M Buy
115,383
+4,653
+4% +$236K 0.02% 645
2024
Q3 		$5.57M Buy
110,730
+32,342
+41% +$1.57M 0.02% 641
2024
Q2 		$3.72M Buy
78,388
+21,383
+38% +$1,000K 0.02% 755
2024
Q1 		$2.71M Buy
57,005
+14,507
+34% +$651K 0.01% 911
2023
Q4 		$1.84M Buy
42,498
+36,824
+649% +$1.5M 0.01% 1042
2023
Q3 		$226K Sell
5,674
-10,533
-65% -$432K ﹤0.01% 2083
2023
Q2 		$657K Buy
16,207
+5,158
+47% +$200K ﹤0.01% 1465
2023
Q1 		$423K Buy
11,049
+1,117
+11% +$42.1K ﹤0.01% 1489
2022
Q4 		$363K Buy
+9,932
New +$362K ﹤0.01% 1658

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

MML Investors Services's IUS Position: Q2 2026 in Review

MML Investors Services reduced its Invesco RAFI Strategic US ETF (IUS) stake by 4.7% in Q2 2026, selling an estimated $589K and leaving 187,449 shares worth $12.3M. The position accounts for 0.03% of the portfolio, ranked #563.

MML Investors Services first reported a position in IUS in Q4 2022 and has held it in 15 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • MML Investors Services held 187,449 shares of Invesco RAFI Strategic US ETF worth $12.3M as of Q2 2026.
  • MML Investors Services sold 9,275 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $589K.
  • Invesco RAFI Strategic US ETF made up 0.03% of MML Investors Services's portfolio in Q2 2026, its #563 holding.
  • MML Investors Services first reported a position in Invesco RAFI Strategic US ETF in Q4 2022 and has held it in 15 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.