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Invesco Rafi Strategic US ET (IUS)

CUSIP: 46138J742 | NYSE | 188 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Alpine Bank Wealth Management609,925
5.3% of portfolio›$41.4M
Intelligence Driven Advisers, LLC565,669
6.6% of portfolio›$38.4M
Berkeley, Inc264,245
5.5% of portfolio›$17.9M
Kestra Advisory Services, LLC245,434
0.0% of portfolio›$16.6M
ARQ Wealth Advisors, LLC237,804
1.9% of portfolio›$16.1M
Lighthouse Wealth Management Inc.167,563
6.9% of portfolio›$11.4M
Commonwealth Equity Services, LLC135,109
0.0% of portfolio›$9.2M
PFG Advisors133,219
0.5% of portfolio›$9.0M
Concurrent Investment Advisors, LLC121,189
0.1% of portfolio›$8.2M
Cambridge Investment Research Advisors, Inc.97,248
0.0% of portfolio›$6.6M
Professional Financial Advisors, LLC78,413
0.9% of portfolio›$5.3M
Eagle Strategies LLC38,523
0.3% of portfolio›$2.6M
Rose Capital Advisors LLC36,551
0.6% of portfolio›$2.5M
Tempus Wealth Planning, LLC31,440
0.4% of portfolio›$2.1M
Breakwater Capital Group28,865
0.2% of portfolio›$2.0M
Larson Financial Group LLC26,163
0.0% of portfolio›$1.8M
CoreCap Advisors, LLC25,011
0.0% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC22,536
0.0% of portfolio›$1.6M
RFG - Bristol Wealth Advisors, LLC19,854
0.3% of portfolio›$1.3M
Centerpoint Advisory Group18,518
0.8% of portfolio›$1.3M
Foguth Wealth Management, Llc.14,888
0.1% of portfolio›$1.0M
RVW Wealth, LLC14,134
0.1% of portfolio›$958.5K
Prospera Financial Services Inc13,781
0.0% of portfolio›$969.0K
Sigma Planning Corp11,078
0.0% of portfolio›$751.2K
Assetmark, Inc8,323
0.0% of portfolio›$564.4K
Fermata Advisors, LLC7,636
0.1% of portfolio›$517.8K
Well Done, LLC6,969
0.1% of portfolio›$472.6K
Parallel Advisors, LLC6,720
0.0% of portfolio›$455.7K
Titleist Asset Management, LLC6,282
0.0% of portfolio›$426.0K
Sound Income Strategies, LLC5,261
0.0% of portfolio›$364.5K
Onyx Bridge Wealth Group LLC5,207
0.0% of portfolio›$353.1K
Dynamic Advisor Solutions LLC5,015
0.0% of portfolio›$340.1K
Sunrise Financial Services, LLC4,704
0.2% of portfolio›$319.0K
Independent Financial Group, LLC4,329
0.0% of portfolio›$293.6K
Raub Brock Capital Management LP4,066
0.1% of portfolio›$275.8K
Redhawk Wealth Advisors, Inc.3,924
0.0% of portfolio›$266.1K
IFC & Insurance Marketing, Inc.3,856
0.2% of portfolio›$261.5K
Farther Finance Advisors, LLC3,806
0.0% of portfolio›$258.1K
M.E. Allison & Co., Inc.3,663
0.1% of portfolio›$248.4K
Hughes Financial Services, LLC2,553
0.0% of portfolio›$180.2K
Heritage Family Offices, LLP1,355
0.0% of portfolio›$91.9K
Pinnacle Wealth Planning Services, Inc.673
0.0% of portfolio›$45.7K
Highline Wealth Partners LLC493
0.0% of portfolio›$33.4K
Signature Equity Partners, LLC246
0.0% of portfolio›$16.7K
Jacobi Capital Management LLC155
0.0% of portfolio›$10.5K
StyleTurnoverLocationFiled
Alpine Bank Wealth Management
609,925$41.4M5.3%ETFHighGrand Junction, CO2026-10-16
Intelligence Driven Advisers, LLC
565,669$38.4M6.6%ETFLowCarlsbad, CA2026-10-09
Berkeley, Inc
264,245$17.9M5.5%CoreLowBoise, ID2026-10-20
Kestra Advisory Services, LLC
245,434$16.6M0.0%CoreLowAustin, TX2026-11-02
ARQ Wealth Advisors, LLC
237,804$16.1M1.9%ETFLowScottsdale, AZ2026-10-29
Lighthouse Wealth Management Inc.
167,563$11.4M6.9%ETFLowAshland, OH2026-10-13
Commonwealth Equity Services, LLC
135,109$9.2M0.0%ETFLowWaltham, MA2026-11-02
PFG Advisors
133,219$9.0M0.5%ETFMediumPhoenix, AZ2026-10-16
Concurrent Investment Advisors, LLC
121,189$8.2M0.1%GrowthMediumTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
97,248$6.6M0.0%ETFLowFairfield, IA2026-11-02
Professional Financial Advisors, LLC
78,413$5.3M0.9%ETFMediumNorth Platte, NE2026-10-13
Eagle Strategies LLC
38,523$2.6M0.3%ETFLowNew York, NY2026-10-16
Rose Capital Advisors LLC
36,551$2.5M0.6%ETFN/AMiami Beach, FL2026-11-04
Tempus Wealth Planning, LLC
31,440$2.1M0.4%ETFMediumIrvine, CA2026-10-14
Breakwater Capital Group
28,865$2.0M0.2%ETFLowParamus, NJ2026-10-09
Larson Financial Group LLC
26,163$1.8M0.0%GrowthLowSt Louis, MO2026-11-05
CoreCap Advisors, LLC
25,011$1.7M0.0%ETFMediumSouthfield, MI2026-10-08
Wealth Enhancement Advisory Services, LLC
22,536$1.6M0.0%CoreLowPlymouth, MN2026-10-13
RFG - Bristol Wealth Advisors, LLC
19,854$1.3M0.3%ETFLowTaunton, MA2026-10-09
Centerpoint Advisory Group
18,518$1.3M0.8%ETFLowOverland Park, KS2026-10-23
Foguth Wealth Management, Llc.
14,888$1.0M0.1%ETFHighBrighton, MI2026-10-19
RVW Wealth, LLC
14,134$958.5K0.1%ETFVery LowLos Angeles, CA2026-10-06
Prospera Financial Services Inc
13,781$969.0K0.0%CoreMediumDallas, TX2026-11-04
Sigma Planning Corp
11,078$751.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Assetmark, Inc
8,323$564.4K0.0%ETFLowConcord, CA2026-10-21
Fermata Advisors, LLC
7,636$517.8K0.1%ETFLowSonoma, CA2026-10-13
Well Done, LLC
6,969$472.6K0.1%ETFLowHolland, MI2026-10-20
Parallel Advisors, LLC
6,720$455.7K0.0%IndexLowSan Francisco, CA2026-11-03
Titleist Asset Management, LLC
6,282$426.0K0.0%ETFLowSan Antonio, TX2026-10-08
Sound Income Strategies, LLC
5,261$364.5K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Onyx Bridge Wealth Group LLC
5,207$353.1K0.0%ETFMediumTarrytown, NY2026-10-16
Dynamic Advisor Solutions LLC
5,015$340.1K0.0%ETFLowPhoenix, AZ2026-10-13
Sunrise Financial Services, LLC
4,704$319.0K0.2%ETFMediumBurien, WA2026-10-21
Independent Financial Group, LLC
4,329$293.6K0.0%GrowthLowSan Diego, CA2026-10-13
Raub Brock Capital Management LP
4,066$275.8K0.1%GrowthMediumLarkspur, CA2026-10-21
Redhawk Wealth Advisors, Inc.
3,924$266.1K0.0%ETFHighMinneapolis, MN2026-10-14
IFC & Insurance Marketing, Inc.
3,856$261.5K0.2%ETFHighAuburn, CA2026-10-16
Farther Finance Advisors, LLC
3,806$258.1K0.0%IndexLowSan Francisco, CA2026-10-08
M.E. Allison & Co., Inc.
3,663$248.4K0.1%CoreLowSan Antonio, TX2026-10-09
Hughes Financial Services, LLC
2,553$180.2K0.0%ETFLowHerndon, VA2026-10-30
Heritage Family Offices, LLP
1,355$91.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Pinnacle Wealth Planning Services, Inc.
673$45.7K0.0%GARPLowMansfield, OH2026-10-27
Highline Wealth Partners LLC
493$33.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Signature Equity Partners, LLC
246$16.7K0.0%GrowthMediumColumbus, OH2026-10-29
Jacobi Capital Management LLC
155$10.5K0.0%CoreLowPittston, PA2026-11-05