Prospera Financial Services’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Prospera Financial Services’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	$551K	Buy	8,392 +419	+5%	+$26.6K	0.01%	999
2026 Q1	$462K	Sell	7,973 -35	-0.4%	-$2.07K	0.01%	1019
2025 Q4	$458K	Buy	8,008 +551	+7%	+$31K	0.01%	955
2025 Q3	$412K	Buy	7,457 +310	+4%	+$16.5K	0.01%	1018
2025 Q2	$368K	Sell	7,147 -1,834	-20%	-$89.6K	0.01%	1024
2025 Q1	$443K	Buy	8,981 +1,208	+16%	+$61K	0.01%	825
2024 Q4	$386K	Buy	+7,773	New	+$395K	0.01%	829

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

Prospera Financial Services's IUS Position: Q2 2026 in Review

Prospera Financial Services increased its Invesco RAFI Strategic US ETF (IUS) stake by 5.3% in Q2 2026, buying an estimated $26.6K and bringing the position to 8,392 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #999.

Prospera Financial Services first reported a position in IUS in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Prospera Financial Services held 8,392 shares of Invesco RAFI Strategic US ETF worth $551K as of Q2 2026.
Prospera Financial Services bought 419 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $26.6K.
Invesco RAFI Strategic US ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #999 holding.
Prospera Financial Services first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.