CW
ISDX

CreativeOne Wealth’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF ISDX Stock Holding History

CreativeOne Wealth’s Portfolio ISDX Stock Details ISDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,077
Closed -$298K – 848
2022
Q4 		$298K Sell
11,077
-75
-0.7% -$1.94K 0.02% 574
2022
Q3 		$259K Buy
11,152
+4
+0% +$104 0.02% 591
2022
Q2 		$293K Buy
11,148
+4,507
+68% +$129K 0.02% 565
2022
Q1 		$200K Buy
+6,641
New +$201K 0.01% 707

Other funds holding ISDX

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CreativeOne Wealth's ISDX Position: Q1 2023 in Review

CreativeOne Wealth sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) in Q1 2023, closing a stake of 11,077 shares — an estimated $298K sold.

CreativeOne Wealth first reported a position in ISDX in Q1 2022 and held it in 4 quarters. The position peaked at $298K in Q4 2022. 6 funds tracked by Wall St. Rank hold ISDX as of Q1 2023.

  • CreativeOne Wealth reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 11,077 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF shares in Q1 2023, an estimated $298K.
  • CreativeOne Wealth first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF in Q1 2022 and held it in 4 quarters.
  • CreativeOne Wealth's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position peaked at $298K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF as of Q1 2023.

Based on CreativeOne Wealth's 13F filing for Q1 2023, filed 15 May 2023.