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 Q2	$2.18M	Sell	33,282 -746	-2%	-$47.4K	0.33%	51
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 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

Sovereign Financial Group's IUS Position: Q2 2026 in Review

Sovereign Financial Group reduced its Invesco RAFI Strategic US ETF (IUS) stake by 2.2% in Q2 2026, selling an estimated $47.4K and leaving 33,282 shares worth $2.18M. The position accounts for 0.33% of the portfolio, ranked #51.

Sovereign Financial Group first reported a position in IUS in Q3 2024 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Sovereign Financial Group held 33,282 shares of Invesco RAFI Strategic US ETF worth $2.18M as of Q2 2026.
Sovereign Financial Group sold 746 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $47.4K.
Invesco RAFI Strategic US ETF made up 0.33% of Sovereign Financial Group's portfolio in Q2 2026, its #51 holding.
Sovereign Financial Group first reported a position in Invesco RAFI Strategic US ETF in Q3 2024 and has held it in 8 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.