Western Wealth Management’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF ISDX Stock Holding History

Western Wealth Management’s Portfolio ISDX Stock Details ISDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-16,374	Closed	-$440K	–	667
2022 Q4	$440K	Sell	16,374 -16,090	-50%	-$417K	0.05%	365
2022 Q3	$752K	Buy	32,464 +5,918	+22%	+$155K	0.04%	379
2022 Q2	$697K	Buy	26,546 +3,241	+14%	+$93K	0.04%	386
2022 Q1	$702K	Buy	+23,305	New	+$706K	0.03%	425

Other funds holding ISDX

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Western Wealth Management's ISDX Position: Q1 2023 in Review

Western Wealth Management sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) in Q1 2023, closing a stake of 16,374 shares — an estimated $440K sold.

Western Wealth Management first reported a position in ISDX in Q1 2022 and held it in 4 quarters. The position peaked at $752K in Q3 2022. 6 funds tracked by Wall St. Rank hold ISDX as of Q1 2023.

Western Wealth Management reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position as of Q1 2023 after selling out during the quarter.
Western Wealth Management sold 16,374 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF shares in Q1 2023, an estimated $440K.
Western Wealth Management first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF in Q1 2022 and held it in 4 quarters.
Western Wealth Management's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position peaked at $752K in Q3 2022.
6 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF as of Q1 2023.

Based on Western Wealth Management's 13F filing for Q1 2023, filed 30 Aug 2023.