GIA
ISDX

GHP Investment Advisors’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF ISDX Stock Holding History

GHP Investment Advisors’s Portfolio ISDX Stock Details ISDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-107,417
Closed -$2.89M – 960
2022
Q4 		$2.89M Sell
107,417
-17,515
-14% -$454K 0.2% 171
2022
Q3 		$2.9M Sell
124,932
-5,605
-4% -$146K 0.22% 156
2022
Q2 		$3.43M Buy
130,537
+548
+0.4% +$15.7K 0.26% 139
2022
Q1 		$3.92M Sell
129,989
-1,191
-0.9% -$36.1K 0.26% 138
2021
Q4 		$3.98M Buy
131,180
+7,824
+6% +$238K 0.28% 124
2021
Q3 		$3.71M Buy
123,356
+19,074
+18% +$587K 0.29% 121
2021
Q2 		$3.21M Buy
104,282
+6,786
+7% +$210K 0.26% 129
2021
Q1 		$2.88M Buy
97,496
+2,288
+2% +$66.1K 0.25% 133
2020
Q4 		$2.6M Buy
95,208
+13,728
+17% +$340K 0.25% 133
2020
Q3 		$1.83M Sell
81,480
-15,246
-16% -$349K 0.21% 145
2020
Q2 		$2.11M Buy
96,726
+33,844
+54% +$700K 0.26% 125
2020
Q1 		$1.18M Buy
+62,882
New +$1.48M 0.18% 155

Other funds holding ISDX

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GHP Investment Advisors's ISDX Position: Q1 2023 in Review

GHP Investment Advisors sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) in Q1 2023, closing a stake of 107,417 shares — an estimated $2.89M sold.

GHP Investment Advisors first reported a position in ISDX in Q1 2020 and held it in 12 quarters. The position peaked at $3.98M in Q4 2021. 6 funds tracked by Wall St. Rank hold ISDX as of Q1 2023.

  • GHP Investment Advisors reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 107,417 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF shares in Q1 2023, an estimated $2.89M.
  • GHP Investment Advisors first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF in Q1 2020 and held it in 12 quarters.
  • GHP Investment Advisors's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position peaked at $3.98M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF as of Q1 2023.

Based on GHP Investment Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.