American Portfolios Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

American Portfolios Advisors’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
2022 Q3	$1.37K	Hold	100	–	–	﹤0.01%	3214
2022 Q2	$1.45K	Hold	100	–	–	﹤0.01%	3204
2022 Q1	$1.63K	Hold	100	–	–	﹤0.01%	3273
2021 Q4	$1.72K	Hold	100	–	–	﹤0.01%	3212
2021 Q3	$1.65K	Hold	100	–	–	﹤0.01%	3209
2021 Q2	$1.66K	Hold	100	–	–	﹤0.01%	3179
2021 Q1	$1.59K	Hold	100	–	–	﹤0.01%	3048
2020 Q4	$1.52K	Hold	100	–	–	﹤0.01%	2761
2020 Q3	$1.37K	Hold	100	–	–	﹤0.01%	2712
2020 Q2	$1.32K	Hold	100	–	–	﹤0.01%	2639
2020 Q1	$1.16K	Buy	+100	New	+$1.34K	﹤0.01%	2534

Other funds holding PSMB

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

GWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

American Portfolios Advisors's PSMB Position: Q3 2022 in Review

American Portfolios Advisors held its Invesco Balanced Multi-Asset Allocation ETF (PSMB) position steady in Q3 2022 at 100 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

American Portfolios Advisors first reported a position in PSMB in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.72K in Q4 2021. 12 funds tracked by Wall St. Rank hold PSMB as of Q3 2022.

American Portfolios Advisors held 100 shares of Invesco Balanced Multi-Asset Allocation ETF worth $1.37K as of Q3 2022.
American Portfolios Advisors left its Invesco Balanced Multi-Asset Allocation ETF share count unchanged in Q3 2022.
Invesco Balanced Multi-Asset Allocation ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3214 holding.
American Portfolios Advisors first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2020 and has held it in 11 quarters since.
American Portfolios Advisors's Invesco Balanced Multi-Asset Allocation ETF position peaked at $1.72K in Q4 2021.
12 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.