AW
PSMB

ACG Wealth’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

ACG Wealth’s Portfolio PSMB Stock Details PSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,539
Closed -$22K – 1086
2022
Q2 		$22K Buy
+1,539
New +$23.7K ﹤0.01% 560

Other funds holding PSMB

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

ACG Wealth's PSMB Position: Q3 2022 in Review

ACG Wealth sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q3 2022, closing a stake of 1,539 shares — an estimated $22K sold.

ACG Wealth first reported a position in PSMB in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 12 funds tracked by Wall St. Rank hold PSMB as of Q3 2022.

  • ACG Wealth reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1,539 Invesco Balanced Multi-Asset Allocation ETF shares in Q3 2022, an estimated $22K.
  • ACG Wealth first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Invesco Balanced Multi-Asset Allocation ETF position peaked at $22K in Q2 2022.
  • 12 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.