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

Thoroughbred Financial Services’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	$344K	Sell	5,246 -3,974	-43%	-$252K	0.02%	509
2026 Q1	$534K	Buy	9,220 +31	+0.3%	+$1.83K	0.03%	373
2025 Q4	$525K	Buy	9,189 +30	+0.3%	+$1.69K	0.03%	371
2025 Q3	$505K	Buy	9,159 +3,245	+55%	+$173K	0.03%	379
2025 Q2	$304K	Sell	5,914 -7,655	-56%	-$374K	0.02%	463
2025 Q1	$669K	Buy	13,569 +7,194	+113%	+$363K	0.04%	364
2024 Q4	$316K	Buy	6,375 +25	+0.4%	+$1.27K	0.02%	523
2024 Q3	$319K	Buy	6,350 +1,024	+19%	+$49.7K	0.02%	505
2024 Q2	$252K	Buy	+5,326	New	+$249K	0.02%	549

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

Thoroughbred Financial Services's IUS Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its Invesco RAFI Strategic US ETF (IUS) stake by 43% in Q2 2026, selling an estimated $252K and leaving 5,246 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #509.

Thoroughbred Financial Services first reported a position in IUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $669K in Q1 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Thoroughbred Financial Services held 5,246 shares of Invesco RAFI Strategic US ETF worth $344K as of Q2 2026.
Thoroughbred Financial Services sold 3,974 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $252K.
Invesco RAFI Strategic US ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q2 2026, its #509 holding.
Thoroughbred Financial Services first reported a position in Invesco RAFI Strategic US ETF in Q2 2024 and has held it in 9 quarters since.
Thoroughbred Financial Services's Invesco RAFI Strategic US ETF position peaked at $669K in Q1 2025.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.