Cambridge Investment Research Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32,013
| Closed | -$476K | – | 3329 |
|
|
2023
Q1 | $476K | Buy |
32,013
+412
| +1% | +$6.15K | ﹤0.01% | 2124 |
|
|
2022
Q4 | $461K | Buy |
31,601
+5,503
| +21% | +$79.7K | ﹤0.01% | 2079 |
|
|
2022
Q3 | $359K | Buy |
26,098
+1,943
| +8% | +$29K | ﹤0.01% | 2226 |
|
|
2022
Q2 | $351K | Buy |
24,155
+946
| +4% | +$14.6K | ﹤0.01% | 2237 |
|
|
2022
Q1 | $379K | Buy |
23,209
+156
| +0.7% | +$2.56K | ﹤0.01% | 2346 |
|
|
2021
Q4 | $396K | Buy |
23,053
+3,027
| +15% | +$51.5K | ﹤0.01% | 2294 |
|
|
2021
Q3 | $331K | Buy |
20,026
+2,042
| +11% | +$34.2K | ﹤0.01% | 2383 |
|
|
2021
Q2 | $298K | Buy |
17,984
+2,128
| +13% | +$34.8K | ﹤0.01% | 2477 |
|
|
2021
Q1 | $252K | Buy |
15,856
+962
| +6% | +$15.1K | ﹤0.01% | 2423 |
|
|
2020
Q4 | $226K | Sell |
14,894
-6,870
| -32% | -$99.6K | ﹤0.01% | 2383 |
|
|
2020
Q3 | $298K | Buy |
21,764
+883
| +4% | +$12.1K | ﹤0.01% | 1935 |
|
|
2020
Q2 | $277K | Buy |
20,881
+932
| +5% | +$11.8K | ﹤0.01% | 1942 |
|
|
2020
Q1 | $232K | Buy |
19,949
+1,605
| +9% | +$21.5K | ﹤0.01% | 1839 |
|
|
2019
Q4 | $258K | Buy |
18,344
+2,249
| +14% | +$32K | ﹤0.01% | 2017 |
|
|
2019
Q3 | $226K | Buy |
16,095
+3,054
| +23% | +$42.8K | ﹤0.01% | 2033 |
|
|
2019
Q2 | $182K | Buy |
13,041
+2,527
| +24% | +$34.8K | ﹤0.01% | 2019 |
|
|
2019
Q1 | $143K | Buy |
+10,514
| New | +$140K | ﹤0.01% | 2143 |
|
Other funds holding PSMB
Cambridge Investment Research Advisors's PSMB Position: Q2 2023 in Review
Cambridge Investment Research Advisors sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 32,013 shares — an estimated $476K sold.
Cambridge Investment Research Advisors first reported a position in PSMB in Q1 2019 and held it in 17 quarters. The position peaked at $476K in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.
- Cambridge Investment Research Advisors reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
- Cambridge Investment Research Advisors sold 32,013 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $476K.
- Cambridge Investment Research Advisors first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2019 and held it in 17 quarters.
- Cambridge Investment Research Advisors's Invesco Balanced Multi-Asset Allocation ETF position peaked at $476K in Q1 2023.
- 1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.
Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.