Barber Financial Group’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Barber Financial Group’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 Q2	–	Sell	-676,519	Closed	-$8.69M	–	154
2019 Q1	$8.69M	Buy	+676,519	New	+$8.55M	1.71%	15

Other funds holding PSMC

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Barber Financial Group's PSMC Position: Q2 2019 in Review

Barber Financial Group sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2019, closing a stake of 676,519 shares — an estimated $8.69M sold.

Barber Financial Group first reported a position in PSMC in Q1 2019 and held it in 1 quarter. The position peaked at $8.69M in Q1 2019. 5 funds tracked by Wall St. Rank hold PSMC as of Q2 2019.

Barber Financial Group reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2019 after selling out during the quarter.
Barber Financial Group sold 676,519 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2019, an estimated $8.69M.
Barber Financial Group first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q1 2019 and held it in 1 quarter.
Barber Financial Group's Invesco Conservative Multi-Asset Allocation ETF position peaked at $8.69M in Q1 2019.
5 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2019.

Based on Barber Financial Group's 13F filing for Q2 2019, filed 9 Aug 2019.