Sound Income Strategies’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Sound Income Strategies’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	$345K	Hold	5,261	–	–	0.02%	344
2026 Q1	$306K	Hold	5,261	–	–	0.01%	320
2025 Q4	$310K	Buy	5,261 +5,260	+526,000%	+$296K	0.01%	319
2025 Q3	$49	Hold	1	–	–	﹤0.01%	1641
2025 Q2	$55	Buy	+1	New	+$49	﹤0.01%	1559

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

Sound Income Strategies's IUS Position: Q2 2026 in Review

Sound Income Strategies held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 5,261 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #344.

Sound Income Strategies first reported a position in IUS in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Sound Income Strategies held 5,261 shares of Invesco RAFI Strategic US ETF worth $345K as of Q2 2026.
Sound Income Strategies left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
Invesco RAFI Strategic US ETF made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #344 holding.
Sound Income Strategies first reported a position in Invesco RAFI Strategic US ETF in Q2 2025 and has held it in 5 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.