Raymond James Financial
IUS icon

Raymond James Financial’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Raymond James Financial’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
Q1 		$13.9M Sell
240,166
-17,994
-7% -$1.06M ﹤0.01% 1752
2025
Q4 		$14.8M Sell
258,160
-990
-0.4% -$55.7K ﹤0.01% 1663
2025
Q3 		$14.3M Buy
259,150
+7,724
+3% +$411K ﹤0.01% 1658
2025
Q2 		$12.9M Sell
251,426
-833
-0.3% -$40.7K ﹤0.01% 1681
2025
Q1 		$12.5M Buy
252,259
+9,580
+4% +$484K ﹤0.01% 1646
2024
Q4 		$12.1M Buy
+242,679
New +$12.3M ﹤0.01% 1694

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 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Raymond James Financial's IUS Position: Q1 2026 in Review

Raymond James Financial reduced its Invesco RAFI Strategic US ETF (IUS) stake by 7% in Q1 2026, selling an estimated $1.06M and leaving 240,166 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Raymond James Financial first reported a position in IUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.8M in Q4 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • Raymond James Financial held 240,166 shares of Invesco RAFI Strategic US ETF worth $13.9M as of Q1 2026.
  • Raymond James Financial sold 17,994 Invesco RAFI Strategic US ETF shares in Q1 2026, an estimated $1.06M.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1752 holding.
  • Raymond James Financial first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Invesco RAFI Strategic US ETF position peaked at $14.8M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.