UBS Group
IUS icon

UBS Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History

UBS Group’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 		– Sell
-741
Closed -$42.9K – 10733
2026
Q1 		$42.9K Buy
741
+179
+32% +$10.6K ﹤0.01% 7470
2025
Q4 		$32.1K Sell
562
-1,673
-75% -$94.2K ﹤0.01% 7486
2025
Q3 		$123K Hold
2,235
– – ﹤0.01% 6979
2025
Q2 		$115K Hold
2,235
– – ﹤0.01% 7115
2025
Q1 		$110K Sell
2,235
-2,200
-50% -$111K ﹤0.01% 6977
2024
Q4 		$220K Buy
+4,435
New +$225K ﹤0.01% 6392
2024
Q1 		– Sell
-1,202
Closed -$52K – 9676
2023
Q4 		$52K Buy
+1,202
New +$49.1K ﹤0.01% 6512
2023
Q3 		– Sell
-3,879
Closed -$157K – 9708
2023
Q2 		$157K Buy
3,879
+2,554
+193% +$99.2K ﹤0.01% 5648
2023
Q1 		$50.7K Buy
+1,325
New +$50K ﹤0.01% 6441
2022
Q4 		– Sell
-4,694
Closed -$156K – 10925
2022
Q3 		$156K Buy
4,694
+4,684
+46,840% +$173K ﹤0.01% 5319
2022
Q2 		$0 Buy
+10
New +$382 ﹤0.01% 10617
2022
Q1 		– Sell
-230
Closed -$9K – 10563
2021
Q4 		$9K Sell
230
-1,620
-88% -$63.3K ﹤0.01% 8911
2021
Q3 		$68K Sell
1,850
-959
-34% -$36.3K ﹤0.01% 6099
2021
Q2 		$105K Buy
2,809
+789
+39% +$29K ﹤0.01% 5842
2021
Q1 		$71K Buy
2,020
+1,592
+372% +$53.2K ﹤0.01% 6222
2020
Q4 		$13K Sell
428
-874
-67% -$25.6K ﹤0.01% 7277
2020
Q3 		$35K Buy
1,302
+1,271
+4,100% +$34.1K ﹤0.01% 5887
2020
Q2 		$1K Buy
+31
New +$747 ﹤0.01% 7766

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
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
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
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

UBS Group's IUS Position: Q2 2026 in Review

UBS Group sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2026, closing a stake of 741 shares — an estimated $42.9K sold.

UBS Group first reported a position in IUS in Q2 2020 and held it in 18 quarters. The position peaked at $220K in Q4 2024. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • UBS Group reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 741 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $42.9K.
  • UBS Group first reported a position in Invesco RAFI Strategic US ETF in Q2 2020 and held it in 18 quarters.
  • UBS Group's Invesco RAFI Strategic US ETF position peaked at $220K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.