Advisory Services Network’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-163	Closed	-$2.42K	–	3936
2023 Q1	$2.42K	Sell	163 -340	-68%	-$5.07K	﹤0.01%	3378
2022 Q4	$7.34K	Buy	+503	New	+$7.28K	﹤0.01%	2975

Other funds holding PSMB

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Advisory Services Network's PSMB Position: Q2 2023 in Review

Advisory Services Network sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 163 shares — an estimated $2.42K sold.

Advisory Services Network first reported a position in PSMB in Q4 2022 and held it in 2 quarters. The position peaked at $7.34K in Q4 2022. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Advisory Services Network reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 163 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $2.42K.
Advisory Services Network first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q4 2022 and held it in 2 quarters.
Advisory Services Network's Invesco Balanced Multi-Asset Allocation ETF position peaked at $7.34K in Q4 2022.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.