Global Retirement Partners’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF IUSS Stock Holding History

Global Retirement Partners’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	-438	Closed	-$14.5K	–	3377
2022 Q4	$14.5K	Buy	438 +2	+0.5%	+$67	﹤0.01%	1617
2022 Q3	$15K	Buy	436 +10	+2%	+$339	﹤0.01%	1528
2022 Q2	$14K	Buy	426 +1	+0.2%	+$35	﹤0.01%	1511
2022 Q1	$14K	Buy	+425	New	+$15.7K	﹤0.01%	1507

Other funds holding IUSS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Global Retirement Partners's IUSS Position: Q1 2023 in Review

Global Retirement Partners 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 438 shares — an estimated $14.5K sold.

Global Retirement Partners first reported a position in IUSS in Q1 2022 and held it in 4 quarters. The position peaked at $15K in Q3 2022. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

Global Retirement Partners 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.
Global Retirement Partners sold 438 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $14.5K.
Global Retirement Partners first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q1 2022 and held it in 4 quarters.
Global Retirement Partners's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $15K in Q3 2022.
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 Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.