TFS
IUSS

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

Thoroughbred Financial Services’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
-7,835
Closed -$260K – 420
2022
Q4 		$260K Buy
7,835
+159
+2% +$5.29K 0.04% 330
2022
Q3 		$231K Buy
7,676
+688
+10% +$23.3K 0.04% 326
2022
Q2 		$223K Buy
+6,988
New +$243K 0.04% 337

Other funds holding IUSS

FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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 $3.75B AUM 46.53% 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 $4.9B AUM 23.65% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Thoroughbred Financial Services's IUSS Position: Q1 2023 in Review

Thoroughbred Financial Services 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 7,835 shares — an estimated $260K sold.

Thoroughbred Financial Services first reported a position in IUSS in Q2 2022 and held it in 3 quarters. The position peaked at $260K in Q4 2022. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

  • Thoroughbred Financial Services 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.
  • Thoroughbred Financial Services sold 7,835 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $260K.
  • Thoroughbred Financial Services 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.
  • Thoroughbred Financial Services's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $260K 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 Thoroughbred Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.