Principal Securities’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Principal Securities’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	$301K	Buy	4,590 +603	+15%	+$38.3K	﹤0.01%	1324
2026 Q1	$231K	Sell	3,987 -516	-11%	-$30.5K	﹤0.01%	1322
2025 Q4	$257K	Buy	4,503 +210	+5%	+$11.8K	﹤0.01%	1206
2025 Q3	$237K	Buy	4,293 +100	+2%	+$5.32K	﹤0.01%	1213
2025 Q2	$216K	Buy	4,193 +585	+16%	+$28.6K	﹤0.01%	1205
2025 Q1	$179K	Hold	3,608	–	–	﹤0.01%	1173
2024 Q4	$179K	Sell	3,608 -18	-0.5%	-$914	﹤0.01%	1172
2024 Q3	$182K	Buy	3,626 +1,210	+50%	+$58.7K	﹤0.01%	1139
2024 Q2	$115K	Buy	2,416 +1,324	+121%	+$61.9K	﹤0.01%	1267
2024 Q1	$51.8K	Buy	1,092 +108	+11%	+$4.85K	﹤0.01%	1552
2023 Q4	$42.6K	Buy	+984	New	+$40.2K	﹤0.01%	1558

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

Principal Securities's IUS Position: Q2 2026 in Review

Principal Securities increased its Invesco RAFI Strategic US ETF (IUS) stake by 15% in Q2 2026, buying an estimated $38.3K and bringing the position to 4,590 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Principal Securities first reported a position in IUS in Q4 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Principal Securities held 4,590 shares of Invesco RAFI Strategic US ETF worth $301K as of Q2 2026.
Principal Securities bought 603 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $38.3K.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1324 holding.
Principal Securities first reported a position in Invesco RAFI Strategic US ETF in Q4 2023 and has held it in 11 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.