Cambridge Investment Research Advisors’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Cambridge Investment Research 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	-43,841	Closed	-$534K	–	3328
2023 Q1	$534K	Sell	43,841 -10,558	-19%	-$128K	﹤0.01%	2037
2022 Q4	$647K	Sell	54,399 -2,296	-4%	-$27.3K	﹤0.01%	1826
2022 Q3	$657K	Sell	56,695 -2,458	-4%	-$30.2K	﹤0.01%	1753
2022 Q2	$719K	Sell	59,153 -1,613	-3%	-$20.3K	﹤0.01%	1697
2022 Q1	$801K	Sell	60,766 -4,386	-7%	-$58.8K	﹤0.01%	1736
2021 Q4	$903K	Sell	65,152 -564	-0.9%	-$7.83K	﹤0.01%	1644
2021 Q3	$903K	Buy	65,716 +244	+0.4%	+$3.39K	﹤0.01%	1620
2021 Q2	$901K	Buy	65,472 +5,891	+10%	+$80.5K	﹤0.01%	1603
2021 Q1	$800K	Buy	59,581 +23,987	+67%	+$323K	﹤0.01%	1590
2020 Q4	$479K	Buy	35,594 +22,208	+166%	+$294K	﹤0.01%	1794
2020 Q3	$173K	Buy	+13,386	New	+$173K	﹤0.01%	2284

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

Cambridge Investment Research Advisors's PSMC Position: Q2 2023 in Review

Cambridge Investment Research Advisors sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2023, closing a stake of 43,841 shares — an estimated $534K sold.

Cambridge Investment Research Advisors first reported a position in PSMC in Q3 2020 and held it in 11 quarters. The position peaked at $903K in Q4 2021. 2 funds tracked by Wall St. Rank hold PSMC as of Q2 2023.

Cambridge Investment Research Advisors reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 43,841 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $534K.
Cambridge Investment Research Advisors first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q3 2020 and held it in 11 quarters.
Cambridge Investment Research Advisors's Invesco Conservative Multi-Asset Allocation ETF position peaked at $903K in Q4 2021.
2 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.