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Valued Retirements’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Valued Retirements’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
-8,453
Closed -$490K – 105
2026
Q1 		$490K Buy
+8,453
New +$500K 0.48% 49

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

Valued Retirements's IUS Position: Q2 2026 in Review

Valued Retirements sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2026, closing a stake of 8,453 shares — an estimated $490K sold.

Valued Retirements first reported a position in IUS in Q1 2026 and held it in 1 quarter. The position peaked at $490K in Q1 2026. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Valued Retirements reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2026 after selling out during the quarter.
  • Valued Retirements sold 8,453 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $490K.
  • Valued Retirements first reported a position in Invesco RAFI Strategic US ETF in Q1 2026 and held it in 1 quarter.
  • Valued Retirements's Invesco RAFI Strategic US ETF position peaked at $490K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.