Mariner
IUSS

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

Mariner’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
-127,497
Closed -$4.23M – 2919
2022
Q4 		$4.23M Buy
+127,497
New +$4.24M 0.01% 661

Other funds holding IUSS

Flow Traders U.S.
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
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
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Tower Research Capital (TRC)
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
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mariner's IUSS Position: Q1 2023 in Review

Mariner 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 127,497 shares — an estimated $4.23M sold.

Mariner first reported a position in IUSS in Q4 2022 and held it in 1 quarter. The position peaked at $4.23M in Q4 2022. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

  • Mariner 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.
  • Mariner sold 127,497 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $4.23M.
  • Mariner first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q4 2022 and held it in 1 quarter.
  • Mariner's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $4.23M 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 Mariner's 13F filing for Q1 2023, filed 15 May 2023.