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 – 11426
2022
Q1 		$8K Buy
+205
New +$7.59K ﹤0.01% 8754
2021
Q4 		– Sell
-1,322
Closed -$50K – 11042
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 $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