Advus Financial Partners, LLC’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF ISDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,789
Closed -$419K 165
2023
Q1
$419K Sell
15,789
-5,479
-26% -$156K 0.17% 82
2022
Q4
$571K Buy
+21,268
New +$551K 0.25% 57

Advus Financial Partners, LLC's ISDX Position: Q2 2023 in Review

Advus Financial Partners, LLC sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) in Q2 2023, closing a stake of 15,789 shares — an estimated $419K sold.

Advus Financial Partners, LLC first reported a position in ISDX in Q4 2022 and held it in 2 quarters. The position peaked at $571K in Q4 2022. 0 funds tracked by Wall St. Rank hold ISDX as of Q2 2023.

  • Advus Financial Partners, LLC reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position as of Q2 2023 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 15,789 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF shares in Q2 2023, an estimated $419K.
  • Advus Financial Partners, LLC first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF in Q4 2022 and held it in 2 quarters.
  • Advus Financial Partners, LLC's Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position peaked at $571K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF as of Q2 2023.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2023, filed 25 Aug 2026.