UWM
IUSS

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

USAdvisors Wealth Management’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
Q2 		– Sell
-20,591
Closed -$691K – 122
2023
Q1 		$691K Buy
20,591
+3,144
+18% +$112K 0.33% 71
2022
Q4 		$579K Buy
17,447
+3,322
+24% +$111K 0.28% 74
2022
Q3 		$426K Buy
14,125
+483
+4% +$16.4K 0.22% 86
2022
Q2 		$436K Buy
13,642
+488
+4% +$17K 0.22% 87
2022
Q1 		$495K Buy
13,154
+1,320
+11% +$48.8K 0.21% 85
2021
Q4 		$468K Buy
+11,834
New +$464K 0.19% 85

USAdvisors Wealth Management's IUSS Position: Q2 2023 in Review

USAdvisors Wealth Management sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF (IUSS) in Q2 2023, closing a stake of 20,591 shares — an estimated $691K sold.

USAdvisors Wealth Management first reported a position in IUSS in Q4 2021 and held it in 6 quarters. The position peaked at $691K in Q1 2023. 0 funds tracked by Wall St. Rank hold IUSS as of Q2 2023.

  • USAdvisors Wealth Management reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position as of Q2 2023 after selling out during the quarter.
  • USAdvisors Wealth Management sold 20,591 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF shares in Q2 2023, an estimated $691K.
  • USAdvisors Wealth Management first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF in Q4 2021 and held it in 6 quarters.
  • USAdvisors Wealth Management's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF position peaked at $691K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF as of Q2 2023.

Based on USAdvisors Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.