AG
PSMB

Advisor Group’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Advisor Group’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
2019
Q4 		$14K Buy
+1,000
New +$14.2K ﹤0.01% 4160

Other funds holding PSMB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SMFS
Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Advisor Group's PSMB Position: Q4 2019 in Review

Advisor Group opened a new position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q4 2019: 1,000 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #4160 among its holdings.

10 funds tracked by Wall St. Rank hold PSMB as of Q4 2019.

  • Advisor Group held 1,000 shares of Invesco Balanced Multi-Asset Allocation ETF worth $14K as of Q4 2019.
  • Invesco Balanced Multi-Asset Allocation ETF was a new Advisor Group position in Q4 2019.
  • Invesco Balanced Multi-Asset Allocation ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4160 holding.
  • 10 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.