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Narus Financial Partners’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Narus Financial Partners’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
Q1 		$422K Sell
7,292
-955
-12% -$56.5K 0.11% 110
2025
Q4 		$471K Buy
8,247
+201
+2% +$11.3K 0.13% 99
2025
Q3 		$444K Buy
+8,046
New +$428K 0.12% 102

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Narus Financial Partners's IUS Position: Q1 2026 in Review

Narus Financial Partners reduced its Invesco RAFI Strategic US ETF (IUS) stake by 12% in Q1 2026, selling an estimated $56.5K and leaving 7,292 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #110.

Narus Financial Partners first reported a position in IUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $471K in Q4 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • Narus Financial Partners held 7,292 shares of Invesco RAFI Strategic US ETF worth $422K as of Q1 2026.
  • Narus Financial Partners sold 955 Invesco RAFI Strategic US ETF shares in Q1 2026, an estimated $56.5K.
  • Invesco RAFI Strategic US ETF made up 0.11% of Narus Financial Partners's portfolio in Q1 2026, its #110 holding.
  • Narus Financial Partners first reported a position in Invesco RAFI Strategic US ETF in Q3 2025 and has held it in 3 quarters since.
  • Narus Financial Partners's Invesco RAFI Strategic US ETF position peaked at $471K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.