GWM
IUSS

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

Geneos Wealth 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
Q2 		– Sell
-2,779
Closed -$93.3K – 2146
2023
Q1 		$93.3K Sell
2,779
-1,430
-34% -$50.9K 0.01% 864
2022
Q4 		$140K Buy
4,209
+3,950
+1,525% +$132K 0.01% 741
2022
Q3 		$7K Buy
+259
New +$8.77K ﹤0.01% 1635