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

CreativeOne Wealth’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 Q1	–	Sell	-23,777	Closed	-$940K	–	835
2021 Q4	$940K	Buy	+23,777	New	+$932K	0.05%	299

Other funds holding IUSS

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

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

FAIM

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

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

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

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

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

CreativeOne Wealth's IUSS Position: Q1 2022 in Review

CreativeOne Wealth sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) in Q1 2022, closing a stake of 23,777 shares — an estimated $940K sold.

CreativeOne Wealth first reported a position in IUSS in Q4 2021 and held it in 1 quarter. The position peaked at $940K in Q4 2021. 21 funds tracked by Wall St. Rank hold IUSS as of Q1 2022.

CreativeOne Wealth reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position as of Q1 2022 after selling out during the quarter.
CreativeOne Wealth sold 23,777 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2022, an estimated $940K.
CreativeOne Wealth 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 1 quarter.
CreativeOne Wealth's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $940K in Q4 2021.
21 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF as of Q1 2022.

Based on CreativeOne Wealth's 13F filing for Q1 2022, filed 13 May 2022.