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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
33,948
-3,544
-9% -$183K 0.01% 754
2025
Q1
$1.85M Buy
37,492
+24,504
+189% +$1.21M 0.02% 679
2024
Q4
$645K Buy
+12,988
New +$645K 0.01% 1044