Wealth Enhancement Advisory Services
IUS icon

Wealth Enhancement Advisory Services’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Wealth Enhancement Advisory 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 		$1.51M Buy
22,536
+115
+0.5% +$7.3K ﹤0.01% 1776
2026
Q1 		$1.31M Sell
22,421
-520
-2% -$30.8K ﹤0.01% 1643
2025
Q4 		$1.34M Sell
22,941
-316
-1% -$17.8K ﹤0.01% 1777
2025
Q3 		$1.29M Sell
23,257
-279
-1% -$14.9K ﹤0.01% 1710
2025
Q2 		$1.23M Buy
23,536
+16,336
+227% +$798K ﹤0.01% 1631
2025
Q1 		$355K Sell
7,200
-300
-4% -$15.2K ﹤0.01% 2312
2024
Q4 		$373K Hold
7,500
– – ﹤0.01% 2203
2024
Q3 		$377K Sell
7,500
-361
-5% -$17.5K ﹤0.01% 2023
2024
Q2 		$373K Sell
7,861
-194
-2% -$9.07K ﹤0.01% 1831
2024
Q1 		$382K Sell
8,055
-497
-6% -$22.3K ﹤0.01% 1751
2023
Q4 		$370K Buy
8,552
+552
+7% +$22.5K ﹤0.01% 1688
2023
Q3 		$319K Buy
+8,000
New +$328K ﹤0.01% 1706

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

Wealth Enhancement Advisory Services's IUS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco RAFI Strategic US ETF (IUS) stake by 0.51% in Q2 2026, buying an estimated $7.3K and bringing the position to 22,536 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Wealth Enhancement Advisory Services first reported a position in IUS in Q3 2023 and has held it in 12 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,536 shares of Invesco RAFI Strategic US ETF worth $1.51M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 115 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $7.3K.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1776 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco RAFI Strategic US ETF in Q3 2023 and has held it in 12 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.