Synergy Investment Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Synergy Investment 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
2026 Q2	$3.88M	Buy	59,091 +2	+0%	+$127	0.94%	28
2026 Q1	$3.42M	Buy	59,089 +12,075	+26%	+$714K	1.12%	24
2025 Q4	$2.69M	Sell	47,014 -2,754	-6%	-$155K	0.95%	28
2025 Q3	$2.75M	Buy	+49,768	New	+$2.65M	1.05%	28
2025 Q2	–	Sell	-31,223	Closed	-$1.54M	–	323
2025 Q1	$1.54M	Buy	31,223 +18,715	+150%	+$946K	0.64%	36
2024 Q4	$621K	Buy	+12,508	New	+$635K	0.27%	60

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

Synergy Investment Management's IUS Position: Q2 2026 in Review

Synergy Investment Management increased its Invesco RAFI Strategic US ETF (IUS) stake by 0% in Q2 2026, buying an estimated $127 and bringing the position to 59,091 shares worth $3.88M. The position accounts for 0.94% of the portfolio, ranked #28.

Synergy Investment Management first reported a position in IUS in Q4 2024 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Synergy Investment Management held 59,091 shares of Invesco RAFI Strategic US ETF worth $3.88M as of Q2 2026.
Synergy Investment Management bought 2 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $127.
Invesco RAFI Strategic US ETF made up 0.94% of Synergy Investment Management's portfolio in Q2 2026, its #28 holding.
Synergy Investment Management first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.