Mariner Independent Advisor Network’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF IUSS Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$3.4M	Buy	112,501 +41,068	+57%	+$1.39M	0.15%	158
2022 Q2	$2.35M	Buy	+71,433	New	+$2.49M	0.1%	211

Other funds holding IUSS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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 $3.25B AUM 28.52% 1-Year Est. Return

Mariner Independent Advisor Network's IUSS Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) stake by 57% in Q3 2022, buying an estimated $1.39M and bringing the position to 112,501 shares worth $3.4M. The position accounts for 0.15% of the portfolio, ranked #158.

Mariner Independent Advisor Network first reported a position in IUSS in Q2 2022 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold IUSS as of Q3 2022.

Mariner Independent Advisor Network held 112,501 shares of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF worth $3.4M as of Q3 2022.
Mariner Independent Advisor Network bought 41,068 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q3 2022, an estimated $1.39M.
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF made up 0.15% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #158 holding.
Mariner Independent Advisor Network first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q2 2022 and has held it in 2 quarters since.
22 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.