Cambridge Investment Research Advisors
IUSS

Cambridge Investment Research Advisors’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF IUSS Stock Holding History

Cambridge Investment Research Advisors’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
-34,332
Closed -$1.14M – 3292
2022
Q4 		$1.14M Sell
34,332
-47
-0.1% -$1.56K 0.01% 1439
2022
Q3 		$1.04M Buy
34,379
+2,290
+7% +$77.5K 0.01% 1452
2022
Q2 		$1.03M Buy
32,089
+7,531
+31% +$262K 0.01% 1470
2022
Q1 		$924K Buy
+24,558
New +$909K ﹤0.01% 1630

Other funds holding IUSS

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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 $3.25B AUM 28.52% 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 $3.85B AUM 32.11% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors's IUSS Position: Q1 2023 in Review

Cambridge Investment Research Advisors 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 34,332 shares — an estimated $1.14M sold.

Cambridge Investment Research Advisors first reported a position in IUSS in Q1 2022 and held it in 4 quarters. The position peaked at $1.14M in Q4 2022. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

  • Cambridge Investment Research Advisors 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.
  • Cambridge Investment Research Advisors sold 34,332 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $1.14M.
  • Cambridge Investment Research Advisors first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q1 2022 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $1.14M 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 Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.