PFG Advisors
IUS icon

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
Q3 		$9.03M Buy
133,219
+8,948
+7% +$613K 0.46% 40
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

Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Tempus Wealth Planning
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PFG Advisors's IUS Position: Q3 2026 in Review

PFG Advisors increased its Invesco RAFI Strategic US ETF (IUS) stake by 7.2% in Q3 2026, buying an estimated $613K and bringing the position to 133,219 shares worth $9.03M. The position accounts for 0.46% of the portfolio, ranked #40.

PFG Advisors first reported a position in IUS in Q2 2023 and has held it in 14 quarters since. 33 funds tracked by Wall St. Rank hold IUS as of Q3 2026.

  • PFG Advisors held 133,219 shares of Invesco RAFI Strategic US ETF worth $9.03M as of Q3 2026.
  • PFG Advisors bought 8,948 Invesco RAFI Strategic US ETF shares in Q3 2026, an estimated $613K.
  • Invesco RAFI Strategic US ETF made up 0.46% of PFG Advisors's portfolio in Q3 2026, its #40 holding.
  • PFG Advisors first reported a position in Invesco RAFI Strategic US ETF in Q2 2023 and has held it in 14 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.