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Spire Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-121
Closed -$5.97K – 2473
2025
Q1 		$5.97K Buy
121
+99
+450% +$5K ﹤0.01% 2008
2024
Q4 		$1.09K Hold
22
– – ﹤0.01% 2352
2024
Q3 		$1.11K Buy
+22
New +$1.07K ﹤0.01% 2083

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Raymond James Financial
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Spire Wealth Management's IUS Position: Q2 2025 in Review

Spire Wealth Management sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2025, closing a stake of 121 shares — an estimated $5.97K sold.

Spire Wealth Management first reported a position in IUS in Q3 2024 and held it in 3 quarters. The position peaked at $5.97K in Q1 2025. 98 funds tracked by Wall St. Rank hold IUS as of Q2 2025.

  • Spire Wealth Management reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 121 Invesco RAFI Strategic US ETF shares in Q2 2025, an estimated $5.97K.
  • Spire Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q3 2024 and held it in 3 quarters.
  • Spire Wealth Management's Invesco RAFI Strategic US ETF position peaked at $5.97K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.