FAIM
IUSS

Financial Advocates Investment Management’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF IUSS Stock Holding History

Financial Advocates Investment Management’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
-32,465
Closed -$1.08M – 835
2022
Q4 		$1.08M Buy
32,465
+670
+2% +$22.3K 0.08% 270
2022
Q3 		$960K Sell
31,795
-519
-2% -$17.6K 0.08% 257
2022
Q2 		$1.03M Buy
32,314
+366
+1% +$12.8K 0.08% 262
2022
Q1 		$1.2M Buy
31,948
+904
+3% +$33.5K 0.08% 264
2021
Q4 		$1.23M Buy
+31,044
New +$1.22M 0.08% 288

Other funds holding IUSS

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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 $3.25B AUM 28.52% 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

Financial Advocates Investment Management's IUSS Position: Q1 2023 in Review

Financial Advocates Investment Management 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 32,465 shares — an estimated $1.08M sold.

Financial Advocates Investment Management first reported a position in IUSS in Q4 2021 and held it in 5 quarters. The position peaked at $1.23M in Q4 2021. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

  • Financial Advocates Investment Management 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.
  • Financial Advocates Investment Management sold 32,465 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $1.08M.
  • Financial Advocates Investment Management 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 5 quarters.
  • Financial Advocates Investment Management's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $1.23M in Q4 2021.
  • 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 Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.