Advisornet Financial’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Advisornet Financial’s Portfolio PSMC Stock Details PSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-490	Closed	-$6K	–	2030
2019 Q3	$6K	Buy	490 +90	+23%	+$1.18K	﹤0.01%	1529
2019 Q2	$5K	Hold	400	–	–	﹤0.01%	1413
2019 Q1	$5K	Buy	+400	New	+$5.05K	﹤0.01%	1337

Other funds holding PSMC

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Advisornet Financial's PSMC Position: Q4 2019 in Review

Advisornet Financial sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q4 2019, closing a stake of 490 shares — an estimated $6K sold.

Advisornet Financial first reported a position in PSMC in Q1 2019 and held it in 3 quarters. The position peaked at $6K in Q3 2019. 6 funds tracked by Wall St. Rank hold PSMC as of Q4 2019.

Advisornet Financial reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q4 2019 after selling out during the quarter.
Advisornet Financial sold 490 Invesco Conservative Multi-Asset Allocation ETF shares in Q4 2019, an estimated $6K.
Advisornet Financial first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q1 2019 and held it in 3 quarters.
Advisornet Financial's Invesco Conservative Multi-Asset Allocation ETF position peaked at $6K in Q3 2019.
6 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q4 2019.

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