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

Ameritas Advisory Services’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	-3,774	Closed	-$56.7K	–	2705
2023 Q1	$56.7K	Buy	+3,774	New	+$56.3K	﹤0.01%	1219

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

Ameritas Advisory Services sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 3,774 shares — an estimated $56.7K sold.

Ameritas Advisory Services first reported a position in PSMB in Q1 2023 and held it in 1 quarter. The position peaked at $56.7K in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Ameritas Advisory Services reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 3,774 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $56.7K.
Ameritas Advisory Services first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's Invesco Balanced Multi-Asset Allocation ETF position peaked at $56.7K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.