Stratos Wealth Partners’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Stratos Wealth Partners’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	$364K	Buy	5,557 +1	+0%	+$63	﹤0.01%	1295
2026 Q1	$322K	Sell	5,556 -219	-4%	-$13K	﹤0.01%	1284
2025 Q4	$330K	Sell	5,775 -24	-0.4%	-$1.35K	﹤0.01%	1233
2025 Q3	$320K	Sell	5,799 -1,629	-22%	-$86.7K	﹤0.01%	1219
2025 Q2	$383K	Buy	7,428 +406	+6%	+$19.8K	0.01%	1040
2025 Q1	$347K	Sell	7,022 -9,824	-58%	-$496K	0.01%	1026
2024 Q4	$837K	Sell	16,846 -18	-0.1%	-$914	0.01%	762
2024 Q3	$848K	Sell	16,864 -127	-0.7%	-$6.16K	0.01%	744
2024 Q2	$806K	Sell	16,991 -699	-4%	-$32.7K	0.01%	726
2024 Q1	$840K	Sell	17,690 -7,232	-29%	-$325K	0.01%	705
2023 Q4	$1.08M	Sell	24,922 -2,508	-9%	-$102K	0.02%	600
2023 Q3	$1.09M	Sell	27,430 -169	-0.6%	-$6.92K	0.02%	540
2023 Q2	$1.12M	Buy	+27,599	New	+$1.07M	0.03%	501
2023 Q1	–	Sell	-18,197	Closed	-$665K	–	1175
2022 Q4	$665K	Buy	+18,197	New	+$662K	0.02%	628

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

Stratos Wealth Partners's IUS Position: Q2 2026 in Review

Stratos Wealth Partners increased its Invesco RAFI Strategic US ETF (IUS) stake by 0.02% in Q2 2026, buying an estimated $63 and bringing the position to 5,557 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Stratos Wealth Partners first reported a position in IUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.12M in Q2 2023. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Stratos Wealth Partners held 5,557 shares of Invesco RAFI Strategic US ETF worth $364K as of Q2 2026.
Stratos Wealth Partners bought 1 Invesco RAFI Strategic US ETF share in Q2 2026, an estimated $63.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1295 holding.
Stratos Wealth Partners first reported a position in Invesco RAFI Strategic US ETF in Q4 2022 and has held it in 14 quarters since.
Stratos Wealth Partners's Invesco RAFI Strategic US ETF position peaked at $1.12M in Q2 2023.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.