MML Investors Services
ISDX

MML Investors Services’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF ISDX Stock Holding History

MML Investors Services’s Portfolio ISDX Stock Details ISDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30,717
Closed -$825K – 2266
2022
Q4 		$825K Sell
30,717
-555
-2% -$14.4K 0.01% 1248
2022
Q3 		$727K Buy
31,272
+4,280
+16% +$112K 0.01% 1229
2022
Q2 		$709K Buy
26,992
+6,261
+30% +$180K 0.01% 1223
2022
Q1 		$624K Buy
+20,731
New +$628K ﹤0.01% 1338

Other funds holding ISDX

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services's ISDX Position: Q1 2023 in Review

MML Investors Services sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) in Q1 2023, closing a stake of 30,717 shares — an estimated $825K sold.

MML Investors Services first reported a position in ISDX in Q1 2022 and held it in 4 quarters. The position peaked at $825K in Q4 2022. 6 funds tracked by Wall St. Rank hold ISDX as of Q1 2023.

  • MML Investors Services reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • MML Investors Services sold 30,717 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF shares in Q1 2023, an estimated $825K.
  • MML Investors Services first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF in Q1 2022 and held it in 4 quarters.
  • MML Investors Services's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position peaked at $825K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF as of Q1 2023.

Based on MML Investors Services's 13F filing for Q1 2023, filed 12 May 2023.