Vantus Wealth’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Vantus Wealth’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	$1.91M	Buy	+29,059	New	+$1.85M	1.02%	19
2025 Q4	$1.59M	Buy	+27,777	New	+$1.56M	1.17%	19

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

Vantus Wealth's IUS Position: Q2 2026 in Review

Vantus Wealth opened a new position in Invesco RAFI Strategic US ETF (IUS) in Q2 2026: 29,059 shares worth $1.91M. The stake represents 1.02% of the portfolio and ranks #19 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in IUS as recently as Q4 2025.

Vantus Wealth first reported a position in IUS in Q4 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Vantus Wealth held 29,059 shares of Invesco RAFI Strategic US ETF worth $1.91M as of Q2 2026.
Invesco RAFI Strategic US ETF was a new Vantus Wealth position in Q2 2026.
Invesco RAFI Strategic US ETF made up 1.02% of Vantus Wealth's portfolio in Q2 2026, its #19 holding.
Vantus Wealth first reported a position in Invesco RAFI Strategic US ETF in Q4 2025 and has held it in 2 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.