OneAscent Financial Services’s Invesco RAFI Strategic US ETF IUS Stock Holding History

OneAscent Financial 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	$1.82M	Buy	+27,743	New	+$1.76M	0.09%	149

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

OneAscent Financial Services's IUS Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in Invesco RAFI Strategic US ETF (IUS) in Q2 2026: 27,743 shares worth $1.82M. The stake represents 0.09% of the portfolio and ranks #149 among its holdings.

104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

OneAscent Financial Services held 27,743 shares of Invesco RAFI Strategic US ETF worth $1.82M as of Q2 2026.
Invesco RAFI Strategic US ETF was a new OneAscent Financial Services position in Q2 2026.
Invesco RAFI Strategic US ETF made up 0.09% of OneAscent Financial Services's portfolio in Q2 2026, its #149 holding.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.