Nova Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Nova Wealth Management’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	$3.71M	Buy	56,618 +3,378	+6%	+$214K	2.05%	9
2026 Q1	$3.08M	Buy	53,240 +5,741	+12%	+$340K	2.01%	7
2025 Q4	$2.72M	Buy	47,499 +2,877	+6%	+$162K	1.86%	10
2025 Q3	$2.46M	Buy	44,622 +957	+2%	+$50.9K	1.73%	10
2025 Q2	$2.25M	Buy	43,665 +10,603	+32%	+$518K	1.65%	10
2025 Q1	$1.63M	Buy	33,062 +1,966	+6%	+$99.3K	1.41%	12
2024 Q4	$1.54M	Buy	+31,096	New	+$1.58M	1.34%	16

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

Nova Wealth Management's IUS Position: Q2 2026 in Review

Nova Wealth Management increased its Invesco RAFI Strategic US ETF (IUS) stake by 6.3% in Q2 2026, buying an estimated $214K and bringing the position to 56,618 shares worth $3.71M. The position accounts for 2.05% of the portfolio, ranked #9.

Nova Wealth Management first reported a position in IUS in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Nova Wealth Management held 56,618 shares of Invesco RAFI Strategic US ETF worth $3.71M as of Q2 2026.
Nova Wealth Management bought 3,378 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $214K.
Invesco RAFI Strategic US ETF made up 2.05% of Nova Wealth Management's portfolio in Q2 2026, its #9 holding.
Nova Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.