Orion Portfolio Solutions’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Orion Portfolio Solutions’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 Q1	$938K	Buy	+19,011	New	+$961K	0.01%	1117

Other funds holding IUS

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Orion Portfolio Solutions's IUS Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Invesco RAFI Strategic US ETF (IUS) in Q1 2025: 19,011 shares worth $938K. The stake represents 0.01% of the portfolio and ranks #1117 among its holdings.

96 funds tracked by Wall St. Rank hold IUS as of Q1 2025.

Orion Portfolio Solutions held 19,011 shares of Invesco RAFI Strategic US ETF worth $938K as of Q1 2025.
Invesco RAFI Strategic US ETF was a new Orion Portfolio Solutions position in Q1 2025.
Invesco RAFI Strategic US ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1117 holding.
96 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.