DAS
IUSS

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

Dynamic Advisor Solutions’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
Q2 		– Sell
-6,004
Closed -$226K – 792
2022
Q1 		$226K Sell
6,004
-289
-5% -$10.7K 0.02% 647
2021
Q4 		$249K Buy
+6,293
New +$247K 0.02% 620

Other funds holding IUSS

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LPL Financial
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
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Dynamic Advisor Solutions's IUSS Position: Q2 2022 in Review

Dynamic Advisor Solutions sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) in Q2 2022, closing a stake of 6,004 shares — an estimated $226K sold.

Dynamic Advisor Solutions first reported a position in IUSS in Q4 2021 and held it in 2 quarters. The position peaked at $249K in Q4 2021. 25 funds tracked by Wall St. Rank hold IUSS as of Q2 2022.

  • Dynamic Advisor Solutions reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position as of Q2 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,004 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q2 2022, an estimated $226K.
  • Dynamic Advisor Solutions 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.
  • Dynamic Advisor Solutions's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $249K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF as of Q2 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2022, filed 27 Jul 2022.