AAS
IUSS

Avantax Advisory Services’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF IUSS Stock Holding History

Avantax Advisory Services’s Portfolio IUSS Stock Details IUSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,297
Closed -$640K – 1555
2022
Q4 		$640K Buy
19,297
+3,780
+24% +$126K 0.01% 770
2022
Q3 		$468K Buy
+15,517
New +$525K 0.01% 805

Other funds holding IUSS

FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avantax Advisory Services's IUSS Position: Q1 2023 in Review

Avantax Advisory Services sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) in Q1 2023, closing a stake of 19,297 shares — an estimated $640K sold.

Avantax Advisory Services first reported a position in IUSS in Q3 2022 and held it in 2 quarters. The position peaked at $640K in Q4 2022. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

  • Avantax Advisory Services reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position as of Q1 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 19,297 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $640K.
  • Avantax Advisory Services first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q3 2022 and held it in 2 quarters.
  • Avantax Advisory Services's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $640K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.