Patriot Financial Group Insurance Agency’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF IUSS Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-217	Closed	-$7K	–	2088
2022 Q2	$7K	Sell	217 -74	-25%	-$2.58K	﹤0.01%	1404
2022 Q1	$11K	Hold	291	–	–	﹤0.01%	1337
2021 Q4	$12K	Hold	291	–	–	﹤0.01%	1441
2021 Q3	$11K	Sell	291 -233	-44%	-$8.94K	﹤0.01%	1455
2021 Q2	$20K	Hold	524	–	–	﹤0.01%	1191
2021 Q1	$19K	Buy	+524	New	+$17.9K	﹤0.01%	1131

Other funds holding IUSS

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Patriot Financial Group Insurance Agency's IUSS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) in Q3 2022, closing a stake of 217 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in IUSS in Q1 2021 and held it in 6 quarters. The position peaked at $20K in Q2 2021. 22 funds tracked by Wall St. Rank hold IUSS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 217 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $20K in Q2 2021.
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 Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.