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PFG Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

PFG Advisors’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 		$8.15M Buy
124,271
+10,854
+10% +$689K 0.41% 50
2026
Q1 		$6.57M Buy
113,417
+5,381
+5% +$318K 0.32% 73
2025
Q4 		$6.18M Buy
108,036
+13,823
+15% +$778K 0.3% 75
2025
Q3 		$5.2M Buy
94,213
+1,294
+1% +$68.9K 0.21% 120
2025
Q2 		$4.79M Buy
92,919
+7,091
+8% +$346K 0.22% 97
2025
Q1 		$4.24M Buy
85,828
+3,146
+4% +$159K 0.24% 109
2024
Q4 		$4.11M Buy
82,682
+2,645
+3% +$134K 0.25% 87
2024
Q3 		$4.03M Sell
80,037
-1,411
-2% -$68.4K 0.25% 93
2024
Q2 		$3.86M Sell
81,448
-583
-0.7% -$27.3K 0.26% 91
2024
Q1 		$3.89M Sell
82,031
-236
-0.3% -$10.6K 0.28% 87
2023
Q4 		$3.56M Buy
82,267
+2,067
+3% +$84.4K 0.29% 87
2023
Q3 		$3.19M Buy
80,200
+2,002
+3% +$82K 0.29% 89
2023
Q2 		$3.17M Buy
+78,198
New +$3.04M 0.24% 104

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
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
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
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

PFG Advisors's IUS Position: Q2 2026 in Review

PFG Advisors increased its Invesco RAFI Strategic US ETF (IUS) stake by 9.6% in Q2 2026, buying an estimated $689K and bringing the position to 124,271 shares worth $8.15M. The position accounts for 0.41% of the portfolio, ranked #50.

PFG Advisors first reported a position in IUS in Q2 2023 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • PFG Advisors held 124,271 shares of Invesco RAFI Strategic US ETF worth $8.15M as of Q2 2026.
  • PFG Advisors bought 10,854 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $689K.
  • Invesco RAFI Strategic US ETF made up 0.41% of PFG Advisors's portfolio in Q2 2026, its #50 holding.
  • PFG Advisors first reported a position in Invesco RAFI Strategic US ETF in Q2 2023 and has held it in 13 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.