NewEdge Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

NewEdge Advisors’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	$758K	Sell	11,552 -1,332	-10%	-$84.6K	﹤0.01%	1850
2026 Q1	$746K	Sell	12,884 -2,564	-17%	-$152K	﹤0.01%	1684
2025 Q4	$883K	Sell	15,448 -6,278	-29%	-$353K	﹤0.01%	1568
2025 Q3	$1.2M	Buy	21,726 +7,196	+50%	+$383K	0.01%	1292
2025 Q2	$748K	Sell	14,530 -658	-4%	-$32.1K	﹤0.01%	1447
2025 Q1	$750K	Sell	15,188 -22,200	-59%	-$1.12M	﹤0.01%	1347
2024 Q4	$1.86M	Buy	37,388 +9,852	+36%	+$500K	0.01%	859
2024 Q3	$1.39M	Buy	+27,536	New	+$1.34M	0.01%	958

Other funds holding IUS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 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

NewEdge Advisors's IUS Position: Q2 2026 in Review

NewEdge Advisors reduced its Invesco RAFI Strategic US ETF (IUS) stake by 10% in Q2 2026, selling an estimated $84.6K and leaving 11,552 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

NewEdge Advisors first reported a position in IUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q4 2024. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

NewEdge Advisors held 11,552 shares of Invesco RAFI Strategic US ETF worth $758K as of Q2 2026.
NewEdge Advisors sold 1,332 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $84.6K.
Invesco RAFI Strategic US ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1850 holding.
NewEdge Advisors first reported a position in Invesco RAFI Strategic US ETF in Q3 2024 and has held it in 8 quarters since.
NewEdge Advisors's Invesco RAFI Strategic US ETF position peaked at $1.86M in Q4 2024.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.