FPGK
IUSS

Financial Partners Group (Kansas)’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF IUSS Stock Holding History

Financial Partners Group (Kansas)’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
-9,456
Closed -$351K – 172
2022
Q4 		$351K Buy
9,456
+752
+9% +$25K 0.08% 114
2022
Q3 		$263K Sell
8,704
-60
-0.7% -$2.03K 0.07% 118
2022
Q2 		$280K Sell
8,764
-511
-6% -$17.8K 0.07% 115
2022
Q1 		$349K Sell
9,275
-1,597
-15% -$59.1K 0.08% 121
2021
Q4 		$396K Buy
+10,872
New +$426K 0.09% 116

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 $4.31B AUM 18.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Financial Partners Group (Kansas)'s IUSS Position: Q1 2023 in Review

Financial Partners Group (Kansas) 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 9,456 shares — an estimated $351K sold.

Financial Partners Group (Kansas) first reported a position in IUSS in Q4 2021 and held it in 5 quarters. The position peaked at $396K in Q4 2021. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

  • Financial Partners Group (Kansas) 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 Partners Group (Kansas) sold 9,456 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $351K.
  • Financial Partners Group (Kansas) 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 Partners Group (Kansas)'s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $396K 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 Partners Group (Kansas)'s 13F filing for Q1 2023, filed 12 May 2023.