RJA
IUSS

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

Raymond James & Associates’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
-17,692
Closed -$587K – 4134
2022
Q4 		$587K Sell
17,692
-315
-2% -$10.5K ﹤0.01% 2786
2022
Q3 		$544K Sell
18,007
-656
-4% -$22.2K ﹤0.01% 2810
2022
Q2 		$597K Buy
18,663
+3,242
+21% +$113K ﹤0.01% 2801
2022
Q1 		$580K Buy
+15,421
New +$571K ﹤0.01% 2985

Other funds holding IUSS

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Raymond James & Associates's IUSS Position: Q1 2023 in Review

Raymond James & Associates 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 17,692 shares — an estimated $587K sold.

Raymond James & Associates first reported a position in IUSS in Q1 2022 and held it in 4 quarters. The position peaked at $597K in Q2 2022. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

  • Raymond James & Associates 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.
  • Raymond James & Associates sold 17,692 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $587K.
  • Raymond James & Associates first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q1 2022 and held it in 4 quarters.
  • Raymond James & Associates's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $597K in Q2 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 Raymond James & Associates's 13F filing for Q1 2023, filed 14 Apr 2023.