LPL Financial

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

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return