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

Geneos Wealth Management's IUSS Position: Q2 2023 in Review

Geneos Wealth Management sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) in Q2 2023, closing a stake of 2,779 shares — an estimated $93.3K sold.

Geneos Wealth Management first reported a position in IUSS in Q3 2022 and held it in 3 quarters. The position peaked at $140K in Q4 2022. 0 funds tracked by Wall St. Rank hold IUSS as of Q2 2023.

Geneos Wealth Management reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position as of Q2 2023 after selling out during the quarter.
Geneos Wealth Management sold 2,779 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q2 2023, an estimated $93.3K.
Geneos Wealth Management first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q3 2022 and held it in 3 quarters.
Geneos Wealth Management's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $140K in Q4 2022.
0 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.