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Well Done LLC’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Well Done LLC’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 		$435K Buy
6,631
+595
+10% +$37.8K 0.06% 137
2026
Q1 		$350K Buy
+6,036
New +$357K 0.05% 147

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

Well Done LLC's IUS Position: Q2 2026 in Review

Well Done LLC increased its Invesco RAFI Strategic US ETF (IUS) stake by 9.9% in Q2 2026, buying an estimated $37.8K and bringing the position to 6,631 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #137.

Well Done LLC first reported a position in IUS in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Well Done LLC held 6,631 shares of Invesco RAFI Strategic US ETF worth $435K as of Q2 2026.
  • Well Done LLC bought 595 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $37.8K.
  • Invesco RAFI Strategic US ETF made up 0.06% of Well Done LLC's portfolio in Q2 2026, its #137 holding.
  • Well Done LLC first reported a position in Invesco RAFI Strategic US ETF in Q1 2026 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 Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.