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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $579M AUM 17.84% 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

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. 105 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.
105 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.