Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / RAFI STRATGIC US
-
Total 13F shares
-
397,108
-
Share change
-
+38,802
-
Total reported value
-
$22,751,638
-
Price per share
-
$57.16
-
Number of holders
-
18
-
Value change
-
+$2,234,380
-
Number of buys
-
9
-
Number of sells
-
8
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - RAFI STRATGIC US (IUS) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCH TRD SLF IDX FD - RAFI STRATGIC US (IUS) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
397,108 shares.
The largest 10 holders included
Lighthouse Wealth Management Inc., Foguth Wealth Management, LLC., Sovereign Financial Group, Inc., CoreCap Advisors, LLC, Breakwater Capital Group, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, RVW Wealth, LLC, Fermata Advisors, LLC, Dakota Wealth Management, and Stratos Wealth Partners, LTD..
This page lists
18
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.