AE Wealth Management’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

AE Wealth Management’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 Q1	–	Sell	-19,267	Closed	-$234K	–	672
2018 Q4	$234K	Buy	19,267 +63	+0.3%	+$786	0.04%	405
2018 Q3	$244K	Buy	19,204 +8,772	+84%	+$112K	0.01%	505
2018 Q2	$131K	Buy	+10,432	New	+$133K	0.01%	437

Other funds holding PSMC

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

AE Wealth Management's PSMC Position: Q1 2019 in Review

AE Wealth Management sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q1 2019, closing a stake of 19,267 shares — an estimated $234K sold.

AE Wealth Management first reported a position in PSMC in Q2 2018 and held it in 3 quarters. The position peaked at $244K in Q3 2018. 4 funds tracked by Wall St. Rank hold PSMC as of Q1 2019.

AE Wealth Management reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q1 2019 after selling out during the quarter.
AE Wealth Management sold 19,267 Invesco Conservative Multi-Asset Allocation ETF shares in Q1 2019, an estimated $234K.
AE Wealth Management first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q2 2018 and held it in 3 quarters.
AE Wealth Management's Invesco Conservative Multi-Asset Allocation ETF position peaked at $244K in Q3 2018.
4 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q1 2019.

Based on AE Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.