SFG
IUS icon

Sovereign Financial Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Sovereign Financial Group’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 		$1.97M Buy
34,028
+41
+0.1% +$2.43K 0.34% 49
2025
Q4 		$1.94M Sell
33,987
-565
-2% -$31.8K 0.33% 56
2025
Q3 		$1.91M Sell
34,552
-2,778
-7% -$148K 0.36% 54
2025
Q2 		$1.92M Sell
37,330
-1,813
-5% -$88.6K 0.4% 45
2025
Q1 		$1.93M Buy
39,143
+2,260
+6% +$114K 0.45% 41
2024
Q4 		$1.83M Buy
36,883
+10,615
+40% +$539K 0.42% 42
2024
Q3 		$1.32M Buy
+26,268
New +$1.27M 0.31% 64

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $574M AUM 16.47% 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 $26.4B AUM 21.05% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return