LPL Financial
IUSS

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

LPL Financial’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
-174,523
Closed -$5.79M – 4640
2022
Q4 		$5.79M Buy
174,523
+100,293
+135% +$3.34M 0.01% 1364
2022
Q3 		$2.24M Buy
74,230
+19,459
+36% +$659K ﹤0.01% 1892
2022
Q2 		$1.75M Buy
54,771
+35,980
+191% +$1.25M ﹤0.01% 2126
2022
Q1 		$707K Buy
18,791
+4,457
+31% +$165K ﹤0.01% 2902
2021
Q4 		$567K Sell
14,334
-22,417
-61% -$879K ﹤0.01% 3170
2021
Q3 		$1.39M Buy
+36,751
New +$1.41M ﹤0.01% 2344

Other funds holding IUSS

FTUS
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
AIP
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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial's IUSS Position: Q1 2023 in Review

LPL Financial 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 174,523 shares — an estimated $5.79M sold.

LPL Financial first reported a position in IUSS in Q3 2021 and held it in 6 quarters. The position peaked at $5.79M in Q4 2022. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

  • LPL Financial 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.
  • LPL Financial sold 174,523 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $5.79M.
  • LPL Financial first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q3 2021 and held it in 6 quarters.
  • LPL Financial's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $5.79M in Q4 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 LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.