UBS Group
IUSS

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

UBS Group’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
-1,587
Closed -$52.7K – 11245
2022
Q4 		$52.7K Buy
1,587
+1,358
+593% +$45.2K ﹤0.01% 6731
2022
Q3 		$7K Buy
+229
New +$7.75K ﹤0.01% 8957
2022
Q2 		– Sell
-205
Closed -$8K – 11425
2022
Q1 		$8K Buy
+205
New +$7.59K ﹤0.01% 8754
2021
Q4 		– Sell
-1,322
Closed -$50K – 11041
2021
Q3 		$50K Buy
+1,322
New +$50.7K ﹤0.01% 6337
2021
Q2 		– Sell
-1,836
Closed -$67K – 10052
2021
Q1 		$67K Buy
1,836
+129
+8% +$4.4K ﹤0.01% 6270
2020
Q4 		$50K Sell
1,707
-212
-11% -$5.53K ﹤0.01% 6192
2020
Q3 		$43K Sell
1,919
-799
-29% -$17.9K ﹤0.01% 5766
2020
Q2 		$57K Buy
2,718
+182
+7% +$3.56K ﹤0.01% 5752
2020
Q1 		$43K Buy
2,536
+2,493
+5,798% +$55.3K ﹤0.01% 5959
2019
Q4 		$1K Buy
+43
New +$1.03K ﹤0.01% 8011

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

UBS Group's IUSS Position: Q1 2023 in Review

UBS Group 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 1,587 shares — an estimated $52.7K sold.

UBS Group first reported a position in IUSS in Q4 2019 and held it in 10 quarters. The position peaked at $67K in Q1 2021. 9 funds tracked by Wall St. Rank hold IUSS as of Q1 2023.

  • UBS Group 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.
  • UBS Group sold 1,587 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q1 2023, an estimated $52.7K.
  • UBS Group first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q4 2019 and held it in 10 quarters.
  • UBS Group's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $67K in Q1 2021.
  • 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 UBS Group's 13F filing for Q1 2023, filed 12 May 2023.