Camarda Financial Advisors’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Camarda Financial Advisors’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
2023 Q2	–	Sell	-18,653	Closed	-$227K	–	88
2023 Q1	$227K	Hold	18,653	–	–	0.17%	57
2022 Q4	$222K	Sell	18,653 -305	-2%	-$3.62K	0.22%	73
2022 Q3	$220K	Sell	18,958 -4,300	-18%	-$52.9K	0.26%	61
2022 Q2	$283K	Sell	23,258 -4,219	-15%	-$53.1K	0.28%	62
2022 Q1	$362K	Buy	27,477 +785	+3%	+$10.5K	0.17%	76
2021 Q4	$370K	Sell	26,692 -2,371	-8%	-$32.9K	0.21%	67
2021 Q3	$399K	Sell	29,063 -1,344	-4%	-$18.7K	0.27%	71
2021 Q2	$418K	Sell	30,407 -6,109	-17%	-$83.5K	0.26%	65
2021 Q1	$490K	Buy	36,516 +10,014	+38%	+$135K	0.35%	73
2020 Q4	$357K	Sell	26,502 -1,275	-5%	-$16.9K	0.3%	62
2020 Q3	$359K	Buy	27,777 +3,615	+15%	+$46.7K	0.44%	41
2020 Q2	$304K	Buy	+24,162	New	+$296K	0.43%	38

Other funds holding PSMC

GWM

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

VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

Camarda Financial Advisors's PSMC Position: Q2 2023 in Review

Camarda Financial Advisors sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2023, closing a stake of 18,653 shares — an estimated $227K sold.

Camarda Financial Advisors first reported a position in PSMC in Q2 2020 and held it in 12 quarters. The position peaked at $490K in Q1 2021. 2 funds tracked by Wall St. Rank hold PSMC as of Q2 2023.

Camarda Financial Advisors reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Camarda Financial Advisors sold 18,653 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $227K.
Camarda Financial Advisors first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q2 2020 and held it in 12 quarters.
Camarda Financial Advisors's Invesco Conservative Multi-Asset Allocation ETF position peaked at $490K in Q1 2021.
2 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2023.

Based on Camarda Financial Advisors's 13F filing for Q2 2023, filed 17 Aug 2023.