Old Mission Capital’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Old Mission Capital’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
2025 Q4	–	Sell	-5,670	Closed	-$313K	–	1161
2025 Q3	$313K	Buy	+5,670	New	+$302K	0.01%	867

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 $56.4B AUM 24.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Old Mission Capital's IUS Position: Q4 2025 in Review

Old Mission Capital sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2025, closing a stake of 5,670 shares — an estimated $313K sold.

Old Mission Capital first reported a position in IUS in Q3 2025 and held it in 1 quarter. The position peaked at $313K in Q3 2025. 100 funds tracked by Wall St. Rank hold IUS as of Q4 2025.

Old Mission Capital reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2025 after selling out during the quarter.
Old Mission Capital sold 5,670 Invesco RAFI Strategic US ETF shares in Q4 2025, an estimated $313K.
Old Mission Capital first reported a position in Invesco RAFI Strategic US ETF in Q3 2025 and held it in 1 quarter.
Old Mission Capital's Invesco RAFI Strategic US ETF position peaked at $313K in Q3 2025.
100 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.