Prosperity Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$7.04M	Sell	123,101 -5,685	-4%	-$320K	2.34%	7
2025 Q3	$7.11M	Sell	128,786 -2,224	-2%	-$118K	2.41%	7
2025 Q2	$6.75M	Buy	131,010 +24,037	+22%	+$1.17M	2.5%	6
2025 Q1	$5.28M	Buy	106,973 +6,062	+6%	+$306K	2.48%	6
2024 Q4	$5.01M	Buy	100,911 +2,789	+3%	+$142K	2.06%	9
2024 Q3	$4.94M	Buy	98,122 +1,034	+1%	+$50.1K	1.97%	10
2024 Q2	$4.6M	Buy	97,088 +17,206	+22%	+$804K	2.26%	8
2024 Q1	$3.79M	Buy	79,882 +6,632	+9%	+$298K	1.8%	9
2023 Q4	$3.17M	Sell	73,250 -6,968	-9%	-$284K	2.06%	10
2023 Q3	$3.2M	Buy	80,218 +23,741	+42%	+$973K	2.06%	10
2023 Q2	$2.29M	Sell	56,477 -9,064	-14%	-$352K	1.48%	11
2023 Q1	$2.51M	Sell	65,541 -1,728	-3%	-$65.2K	1.99%	10
2022 Q4	$2.46M	Buy	+67,269	New	+$2.45M	2.31%	12

Other funds holding IUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Prosperity Wealth Management's IUS Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Invesco RAFI Strategic US ETF (IUS) stake by 4.4% in Q4 2025, selling an estimated $320K and leaving 123,101 shares worth $7.04M. The position accounts for 2.34% of the portfolio, ranked #7.

Prosperity Wealth Management first reported a position in IUS in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.11M in Q3 2025. 100 funds tracked by Wall St. Rank hold IUS as of Q4 2025.

Prosperity Wealth Management held 123,101 shares of Invesco RAFI Strategic US ETF worth $7.04M as of Q4 2025.
Prosperity Wealth Management sold 5,685 Invesco RAFI Strategic US ETF shares in Q4 2025, an estimated $320K.
Invesco RAFI Strategic US ETF made up 2.34% of Prosperity Wealth Management's portfolio in Q4 2025, its #7 holding.
Prosperity Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q4 2022 and has held it in 13 quarters since.
Prosperity Wealth Management's Invesco RAFI Strategic US ETF position peaked at $7.11M in Q3 2025.
100 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.