FHA
IUSS

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

Flagship Harbor Advisors’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
Q3 		– Sell
-6,273
Closed -$201K – 629
2022
Q2 		$201K Buy
6,273
+73
+1% +$2.54K 0.02% 566
2022
Q1 		$233K Buy
6,200
+10
+0.2% +$370 0.02% 555
2021
Q4 		$245K Buy
+6,190
New +$243K 0.02% 561

Other funds holding IUSS

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Flagship Harbor Advisors's IUSS Position: Q3 2022 in Review

Flagship Harbor Advisors sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) in Q3 2022, closing a stake of 6,273 shares — an estimated $201K sold.

Flagship Harbor Advisors first reported a position in IUSS in Q4 2021 and held it in 3 quarters. The position peaked at $245K in Q4 2021. 22 funds tracked by Wall St. Rank hold IUSS as of Q3 2022.

  • Flagship Harbor Advisors reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position as of Q3 2022 after selling out during the quarter.
  • Flagship Harbor Advisors sold 6,273 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q3 2022, an estimated $201K.
  • Flagship Harbor Advisors 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 3 quarters.
  • Flagship Harbor Advisors's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $245K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF as of Q3 2022.

Based on Flagship Harbor Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.