Public ownership evidence

Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US ETF (IUS) Ownership Disclosures

Read IUS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Dakota Wealth Management
Report period
2025-12-31
Available
2026-08-27
Reported shares
6,413
Value (USD)
$366,567
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001951757-26-001604
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IUS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IUS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2025-12-312026-08-276,413$366,567None
Dakota Wealth Management2026-03-312026-08-275,774$334,387None
Kingsview Wealth Management, LLC2026-06-302026-08-204,652$305,108None
Beacon Pointe Advisors, LLC2026-06-302026-08-19221,390$14,518,778None
Parvin Asset Management, LLC2026-06-302026-08-181,305$85,582None
Equitable Holdings, Inc.2026-06-302026-08-186,381$418,472None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-182,390$157,000None
Synergy Investment Management, LLC2026-06-302026-08-1511,097$727,757None
Synergy Investment Management, LLC2026-06-302026-08-1547,994$3,147,469None
Advyzon Investment Management, LLC2026-06-302026-08-1529,030$1,903,787None
IFG Advisory, LLC2026-06-302026-08-155,866$384,715None
OSAIC HOLDINGS, INC.2026-06-302026-08-1516,133$1,058,012None
OSAIC HOLDINGS, INC.2026-06-302026-08-15429,877$28,193,713None
Orion Porfolio Solutions, LLC2026-06-302026-08-158,118$532,378None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1515,401$1,009,998None
Tandem Financial, LLC2026-06-302026-08-1593,281$6,117,350None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-155,030$329,898None
ROYAL BANK OF CANADA2026-06-302026-08-158,054$528,000None
CITADEL ADVISORS LLC2026-06-302026-08-159,541$625,699None
Larson Financial Group LLC2026-06-302026-08-1525,667$1,683,231None
World Investment Advisors2026-06-302026-08-1569,973$4,052,438None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1550,115$3,286,542None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15249,158$16,339,799None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,399$157,309None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15135$8,825None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1524,644$1,616,154None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1524,296$1,593,303None
Rockefeller Capital Management L.P.2026-06-302026-08-14695,790$45,629,925None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1412,283$805,514None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-143,646$239,105None
VANGUARD ADVISERS INC2026-06-302026-08-14288$18,887None
MORGAN STANLEY2026-06-302026-08-141,371$89,910None
MORGAN STANLEY2026-06-302026-08-141$67None
MORGAN STANLEY2026-06-302026-08-14916$60,071None
FMR LLC2026-06-302026-08-148,518$558,590None
Sunrise Financial Services, LLC2026-06-302026-08-135,159$338,337None
Integrated Wealth Concepts LLC2026-06-302026-08-1339,986$2,622,404None
Cetera Investment Advisers2026-06-302026-08-1357,670$3,781,999None
NewEdge Advisors, LLC2026-06-302026-08-1311,552$757,554None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13174,426$11,438,885None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131,293$84,782None
JPMORGAN CHASE & CO2026-06-302026-08-131,500$98,364None
JPMORGAN CHASE & CO2026-06-302026-08-13654$42,950None
Millstone Evans Group, LLC2026-06-302026-08-12260$17,051None
OneAscent Financial Services LLC2026-06-302026-08-1227,743$1,819,386None
Stratos Wealth Partners, LTD.2026-06-302026-08-125,557$364,445None
Advisory Alpha, LLC2026-06-302026-08-1215,366$1,007,733None
Allworth Financial LP2026-06-302026-08-126,817$447,031None
Atlantic Union Bankshares Corp2026-06-302026-08-123$197None
THOROUGHBRED FINANCIAL SERVICES, LLC2026-06-302026-08-125,246$344,000None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗Dakota Wealth Management ↗Kingsview Wealth Management, LLC ↗Beacon Pointe Advisors, LLC ↗Parvin Asset Management, LLC ↗Equitable Holdings, Inc. ↗CENTAURUS FINANCIAL, INC. ↗Synergy Investment Management, LLC ↗Synergy Investment Management, LLC ↗Advyzon Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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