Commonwealth Equity Services
IUSS

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

Commonwealth Equity 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
-14,775
Closed -$490K – 3899
2022
Q4 		$490K Buy
14,775
+1,802
+14% +$60K ﹤0.01% 2489
2022
Q3 		$391K Buy
12,973
+473
+4% +$16K ﹤0.01% 2608
2022
Q2 		$399K Buy
12,500
+6,537
+110% +$228K ﹤0.01% 2586
2022
Q1 		$224K Buy
+5,963
New +$221K ﹤0.01% 3231

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

Commonwealth Equity Services's IUSS Position: Q1 2023 in Review

Commonwealth Equity 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 14,775 shares — an estimated $490K sold.

Commonwealth Equity Services first reported a position in IUSS in Q1 2022 and held it in 4 quarters. The position peaked at $490K in Q4 2022. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

  • Commonwealth Equity 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.
  • Commonwealth Equity Services sold 14,775 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $490K.
  • Commonwealth Equity Services 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.
  • Commonwealth Equity Services's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $490K 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 Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.