OAJ
ISDX

Ogorek Anthony Joseph’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF ISDX Stock Holding History

Ogorek Anthony Joseph’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
2022
Q1 		– Sell
-147
Closed -$4K – 277
2021
Q4 		$4K Buy
+147
New +$4.48K ﹤0.01% 214

Other funds holding ISDX

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ogorek Anthony Joseph's ISDX Position: Q1 2022 in Review

Ogorek Anthony Joseph sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) in Q1 2022, closing a stake of 147 shares — an estimated $4K sold.

Ogorek Anthony Joseph first reported a position in ISDX in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 19 funds tracked by Wall St. Rank hold ISDX as of Q1 2022.

  • Ogorek Anthony Joseph reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position as of Q1 2022 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 147 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF shares in Q1 2022, an estimated $4K.
  • Ogorek Anthony Joseph first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF in Q4 2021 and held it in 1 quarter.
  • Ogorek Anthony Joseph's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position peaked at $4K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF as of Q1 2022.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2022, filed 26 Apr 2022.