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Onyx Bridge Wealth Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Onyx Bridge Wealth Group’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 		$826K Buy
12,596
+7,443
+144% +$473K 0.07% 177
2026
Q1 		$298K Sell
5,153
-3,528
-41% -$209K 0.03% 293
2025
Q4 		$496K Buy
8,681
+154
+2% +$8.67K 0.05% 221
2025
Q3 		$471K Buy
+8,527
New +$454K 0.05% 225

Other funds holding IUS

AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 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
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Onyx Bridge Wealth Group's IUS Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Invesco RAFI Strategic US ETF (IUS) stake by 144% in Q2 2026, buying an estimated $473K and bringing the position to 12,596 shares worth $826K. The position accounts for 0.07% of the portfolio, ranked #177.

Onyx Bridge Wealth Group first reported a position in IUS in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Onyx Bridge Wealth Group held 12,596 shares of Invesco RAFI Strategic US ETF worth $826K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 7,443 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $473K.
  • Invesco RAFI Strategic US ETF made up 0.07% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #177 holding.
  • Onyx Bridge Wealth Group first reported a position in Invesco RAFI Strategic US ETF in Q3 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.