Signal Advisors Wealth’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Signal Advisors Wealth’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 Q3	–	Sell	-29,029	Closed	-$1.5M	–	502
2025 Q2	$1.5M	Sell	29,029 -74,397	-72%	-$3.64M	0.12%	166
2025 Q1	$5.11M	Buy	103,426 +10,620	+11%	+$537K	0.5%	55
2024 Q4	$4.61M	Buy	92,806 +9,004	+11%	+$457K	0.52%	54
2024 Q3	$4.22M	Buy	+83,802	New	+$4.06M	0.6%	43
2024 Q2	–	Sell	-86,985	Closed	-$4.13M	–	176
2024 Q1	$4.13M	Sell	86,985 -6,150	-7%	-$276K	1.02%	24
2023 Q4	$4.02M	Buy	+93,135	New	+$3.8M	1.4%	16

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

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Signal Advisors Wealth's IUS Position: Q3 2025 in Review

Signal Advisors Wealth sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2025, closing a stake of 29,029 shares — an estimated $1.5M sold.

Signal Advisors Wealth first reported a position in IUS in Q4 2023 and held it in 6 quarters. The position peaked at $5.11M in Q1 2025. 97 funds tracked by Wall St. Rank hold IUS as of Q3 2025.

Signal Advisors Wealth reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2025 after selling out during the quarter.
Signal Advisors Wealth sold 29,029 Invesco RAFI Strategic US ETF shares in Q3 2025, an estimated $1.5M.
Signal Advisors Wealth first reported a position in Invesco RAFI Strategic US ETF in Q4 2023 and held it in 6 quarters.
Signal Advisors Wealth's Invesco RAFI Strategic US ETF position peaked at $5.11M in Q1 2025.
97 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.