SL
IUSS

Systelligence LLC’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF IUSS Stock Holding History

Systelligence LLC’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
Q1 		– Sell
-74,419
Closed -$2.93M – 44
2021
Q4 		$2.93M Sell
74,419
-434
-0.6% -$17K 0.81% 29
2021
Q3 		$2.82M Sell
74,853
-126,592
-63% -$4.86M 0.75% 29
2021
Q2 		$7.84M Buy
+201,445
New +$7.66M 2.06% 20

Other funds holding IUSS

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Systelligence LLC's IUSS Position: Q1 2022 in Review

Systelligence LLC sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) in Q1 2022, closing a stake of 74,419 shares — an estimated $2.93M sold.

Systelligence LLC first reported a position in IUSS in Q2 2021 and held it in 3 quarters. The position peaked at $7.84M in Q2 2021. 21 funds tracked by Wall St. Rank hold IUSS as of Q1 2022.

  • Systelligence LLC reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position as of Q1 2022 after selling out during the quarter.
  • Systelligence LLC sold 74,419 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2022, an estimated $2.93M.
  • Systelligence LLC first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q2 2021 and held it in 3 quarters.
  • Systelligence LLC's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $7.84M in Q2 2021.
  • 21 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF as of Q1 2022.

Based on Systelligence LLC's 13F filing for Q1 2022, filed 8 Jun 2022.