Bay Colony Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Bay Colony 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
2018 Q3	–	Sell	-1,325	Closed	-$18K	–	959
2018 Q2	$18K	Buy	+1,325	New	+$17.8K	0.01%	550

Other funds holding PSMB

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SMFS

Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return

Bay Colony Advisors's PSMB Position: Q3 2018 in Review

Bay Colony Advisors sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q3 2018, closing a stake of 1,325 shares — an estimated $18K sold.

Bay Colony Advisors first reported a position in PSMB in Q2 2018 and held it in 1 quarter. The position peaked at $18K in Q2 2018. 3 funds tracked by Wall St. Rank hold PSMB as of Q3 2018.

Bay Colony Advisors reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q3 2018 after selling out during the quarter.
Bay Colony Advisors sold 1,325 Invesco Balanced Multi-Asset Allocation ETF shares in Q3 2018, an estimated $18K.
Bay Colony Advisors first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q2 2018 and held it in 1 quarter.
Bay Colony Advisors's Invesco Balanced Multi-Asset Allocation ETF position peaked at $18K in Q2 2018.
3 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.