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

Professional Financial 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 		$4.97M Buy
75,825
+1,268
+2% +$80.5K 0.86% 19
2026
Q1 		$4.32M Buy
+74,557
New +$4.41M 0.88% 20

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 22.9% 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 $579M AUM 17.84% 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

Professional Financial Advisors's IUS Position: Q2 2026 in Review

Professional Financial Advisors increased its Invesco RAFI Strategic US ETF (IUS) stake by 1.7% in Q2 2026, buying an estimated $80.5K and bringing the position to 75,825 shares worth $4.97M. The position accounts for 0.86% of the portfolio, ranked #19.

Professional Financial Advisors first reported a position in IUS in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Professional Financial Advisors held 75,825 shares of Invesco RAFI Strategic US ETF worth $4.97M as of Q2 2026.
  • Professional Financial Advisors bought 1,268 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $80.5K.
  • Invesco RAFI Strategic US ETF made up 0.86% of Professional Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Professional Financial Advisors first reported a position in Invesco RAFI Strategic US ETF in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.