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

Raymond James Financial Services Advisors’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	-80,460	Closed	-$2.67M	–	3436
2022 Q4	$2.67M	Buy	80,460 +19,111	+31%	+$636K	0.01%	1286
2022 Q3	$1.85M	Buy	61,349 +26,374	+75%	+$893K	﹤0.01%	1459
2022 Q2	$1.12M	Buy	+34,975	New	+$1.22M	﹤0.01%	1757

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 $349M AUM 20.25% 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 $1.25B AUM 29.12% 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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Raymond James Financial Services Advisors's IUSS Position: Q1 2023 in Review

Raymond James Financial Services Advisors 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 80,460 shares — an estimated $2.67M sold.

Raymond James Financial Services Advisors first reported a position in IUSS in Q2 2022 and held it in 3 quarters. The position peaked at $2.67M in Q4 2022. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

Raymond James Financial Services Advisors 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 Financial Services Advisors sold 80,460 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $2.67M.
Raymond James Financial Services Advisors first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q2 2022 and held it in 3 quarters.
Raymond James Financial Services Advisors's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $2.67M 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 Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.