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

Sigma Planning Corp’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	$726K	Buy	11,076 +131	+1%	+$8.32K	0.02%	730
2026 Q1	$634K	Sell	10,945 -376	-3%	-$22.2K	0.02%	748
2025 Q4	$647K	Buy	11,321 +391	+4%	+$22K	0.02%	705
2025 Q3	$603K	Buy	10,930 +30	+0.3%	+$1.6K	0.02%	736
2025 Q2	$561K	Sell	10,900 -356	-3%	-$17.4K	0.02%	728
2025 Q1	$556K	Buy	11,256 +6,939	+161%	+$351K	0.02%	686
2024 Q4	$214K	Buy	4,317 +238	+6%	+$12.1K	0.01%	1066
2024 Q3	$205K	Buy	+4,079	New	+$198K	0.01%	1130
2023 Q4	–	Sell	-14,297	Closed	-$569K	–	1023
2023 Q3	$569K	Buy	+14,297	New	+$586K	0.02%	649

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

Sigma Planning Corp's IUS Position: Q2 2026 in Review

Sigma Planning Corp increased its Invesco RAFI Strategic US ETF (IUS) stake by 1.2% in Q2 2026, buying an estimated $8.32K and bringing the position to 11,076 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #730.

Sigma Planning Corp first reported a position in IUS in Q3 2023 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Sigma Planning Corp held 11,076 shares of Invesco RAFI Strategic US ETF worth $726K as of Q2 2026.
Sigma Planning Corp bought 131 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $8.32K.
Invesco RAFI Strategic US ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #730 holding.
Sigma Planning Corp first reported a position in Invesco RAFI Strategic US ETF in Q3 2023 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.