Advisory Services Network’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

Advisory Services Network’s Portfolio PSMM Stock Details PSMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-371	Closed	-$5.11K	–	3934
2023 Q1	$5.11K	Buy	371 +62	+20%	+$854	﹤0.01%	3148
2022 Q4	$4.14K	Buy	+309	New	+$4.15K	﹤0.01%	3187

Other funds holding PSMM

GWM

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

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

Advisory Services Network sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2023, closing a stake of 371 shares — an estimated $5.11K sold.

Advisory Services Network first reported a position in PSMM in Q4 2022 and held it in 2 quarters. The position peaked at $5.11K in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMM as of Q2 2023.

Advisory Services Network reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 371 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $5.11K.
Advisory Services Network first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q4 2022 and held it in 2 quarters.
Advisory Services Network's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $5.11K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2023.

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