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Tandem Financial’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Tandem Financial’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
Q1 		$5.13M Buy
+88,623
New +$5.24M 1.63% 17
2025
Q4 		– Sell
-74,597
Closed -$4.12M – 71
2025
Q3 		$4.12M Buy
74,597
+8,416
+13% +$448K 1.53% 17
2025
Q2 		$3.41M Buy
+66,181
New +$3.23M 3.18% 11

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tandem Financial's IUS Position: Q1 2026 in Review

Tandem Financial opened a new position in Invesco RAFI Strategic US ETF (IUS) in Q1 2026: 88,623 shares worth $5.13M. The stake represents 1.63% of the portfolio and ranks #17 among its holdings. This is a return to the name: Tandem Financial previously reported a position in IUS as recently as Q3 2025.

Tandem Financial first reported a position in IUS in Q2 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • Tandem Financial held 88,623 shares of Invesco RAFI Strategic US ETF worth $5.13M as of Q1 2026.
  • Invesco RAFI Strategic US ETF was a new Tandem Financial position in Q1 2026.
  • Invesco RAFI Strategic US ETF made up 1.63% of Tandem Financial's portfolio in Q1 2026, its #17 holding.
  • Tandem Financial first reported a position in Invesco RAFI Strategic US ETF in Q2 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.