Steward Partners Investment Advisory’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Steward Partners Investment Advisory’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	$806K	Sell	12,283 -3,330	-21%	-$211K	﹤0.01%	1428
2026 Q1	$904K	Sell	15,613 -1,683	-10%	-$99.6K	﹤0.01%	1216
2025 Q4	$989K	Sell	17,296 -10,831	-39%	-$610K	0.01%	1076
2025 Q3	$1.55M	Sell	28,127 -5,821	-17%	-$310K	0.01%	869
2025 Q2	$1.75M	Sell	33,948 -3,544	-9%	-$173K	0.01%	754
2025 Q1	$1.85M	Buy	37,492 +24,504	+189%	+$1.24M	0.02%	679
2024 Q4	$645K	Buy	+12,988	New	+$660K	0.01%	1044

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

Steward Partners Investment Advisory's IUS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco RAFI Strategic US ETF (IUS) stake by 21% in Q2 2026, selling an estimated $211K and leaving 12,283 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Steward Partners Investment Advisory first reported a position in IUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q1 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Steward Partners Investment Advisory held 12,283 shares of Invesco RAFI Strategic US ETF worth $806K as of Q2 2026.
Steward Partners Investment Advisory sold 3,330 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $211K.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1428 holding.
Steward Partners Investment Advisory first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Invesco RAFI Strategic US ETF position peaked at $1.85M in Q1 2025.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.