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

CoreCap 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
2022 Q3	–	Sell	-130	Closed	-$4K	–	2300
2022 Q2	$4K	Buy	+130	New	+$4.53K	﹤0.01%	1758
2022 Q1	–	Sell	-132	Closed	-$5K	–	2294
2021 Q4	$5K	Buy	+132	New	+$5.17K	﹤0.01%	1775

Other funds holding IUSS

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

CoreCap Advisors's IUSS Position: Q3 2022 in Review

CoreCap Advisors sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) in Q3 2022, closing a stake of 130 shares — an estimated $4K sold.

CoreCap Advisors first reported a position in IUSS in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 22 funds tracked by Wall St. Rank hold IUSS as of Q3 2022.

CoreCap Advisors reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position as of Q3 2022 after selling out during the quarter.
CoreCap Advisors sold 130 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q3 2022, an estimated $4K.
CoreCap Advisors first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q4 2021 and held it in 2 quarters.
CoreCap Advisors's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $5K in Q4 2021.
22 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF as of Q3 2022.

Based on CoreCap Advisors's 13F filing for Q3 2022, filed 10 Feb 2023.