WMG Financial Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

WMG Financial Advisors’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
2025 Q4	–	Sell	-5,260	Closed	-$290K	–	157
2025 Q3	$290K	Hold	5,260	–	–	0.1%	149
2025 Q2	$271K	Hold	5,260	–	–	0.1%	147
2025 Q1	$260K	Hold	5,260	–	–	0.11%	133
2024 Q4	$261K	Hold	5,260	–	–	0.11%	130
2024 Q3	$265K	Hold	5,260	–	–	0.12%	129
2024 Q2	$249K	Hold	5,260	–	–	0.13%	124
2024 Q1	$250K	Hold	5,260	–	–	0.14%	114
2023 Q4	$228K	Hold	5,260	–	–	0.15%	104
2023 Q3	$210K	Hold	5,260	–	–	0.18%	90
2023 Q2	$213K	Hold	5,260	–	–	0.16%	110
2023 Q1	$201K	Buy	+5,260	New	+$198K	0.17%	108

Other funds holding IUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WMG Financial Advisors's IUS Position: Q4 2025 in Review

WMG Financial Advisors sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2025, closing a stake of 5,260 shares — an estimated $290K sold.

WMG Financial Advisors first reported a position in IUS in Q1 2023 and held it in 11 quarters. The position peaked at $290K in Q3 2025. 100 funds tracked by Wall St. Rank hold IUS as of Q4 2025.

WMG Financial Advisors reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 5,260 Invesco RAFI Strategic US ETF shares in Q4 2025, an estimated $290K.
WMG Financial Advisors first reported a position in Invesco RAFI Strategic US ETF in Q1 2023 and held it in 11 quarters.
WMG Financial Advisors's Invesco RAFI Strategic US ETF position peaked at $290K in Q3 2025.
100 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.