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Sequent Planning’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Sequent Planning’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
Q1 		– Sell
-8,294
Closed -$412K – 151
2024
Q4 		$412K Buy
8,294
+32
+0.4% +$1.63K 0.15% 93
2024
Q3 		$416K Buy
8,262
+34
+0.4% +$1.65K 0.14% 97
2024
Q2 		$389K Sell
8,228
-645
-7% -$30.2K 0.13% 96
2024
Q1 		$421K Buy
+8,873
New +$398K 0.15% 94

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sequent Planning's IUS Position: Q1 2025 in Review

Sequent Planning sold out of Invesco RAFI Strategic US ETF (IUS) in Q1 2025, closing a stake of 8,294 shares — an estimated $412K sold.

Sequent Planning first reported a position in IUS in Q1 2024 and held it in 4 quarters. The position peaked at $421K in Q1 2024. 96 funds tracked by Wall St. Rank hold IUS as of Q1 2025.

  • Sequent Planning reported no remaining Invesco RAFI Strategic US ETF position as of Q1 2025 after selling out during the quarter.
  • Sequent Planning sold 8,294 Invesco RAFI Strategic US ETF shares in Q1 2025, an estimated $412K.
  • Sequent Planning first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and held it in 4 quarters.
  • Sequent Planning's Invesco RAFI Strategic US ETF position peaked at $421K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2025.

Based on Sequent Planning's 13F filing for Q1 2025, filed 13 May 2025.