CAN
PSMB

Cetera Advisor Networks’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Cetera Advisor Networks’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
2022
Q2 		– Sell
-16,710
Closed -$273K – 2237
2022
Q1 		$273K Buy
+16,710
New +$274K ﹤0.01% 1691
2020
Q3 		– Sell
-100
Closed -$1K – 3208
2020
Q2 		$1K Buy
+100
New +$1.27K ﹤0.01% 3406

Other funds holding PSMB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisor Networks's PSMB Position: Q2 2022 in Review

Cetera Advisor Networks sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2022, closing a stake of 16,710 shares — an estimated $273K sold.

Cetera Advisor Networks first reported a position in PSMB in Q2 2020 and held it in 2 quarters. The position peaked at $273K in Q1 2022. 16 funds tracked by Wall St. Rank hold PSMB as of Q2 2022.

  • Cetera Advisor Networks reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Cetera Advisor Networks sold 16,710 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2022, an estimated $273K.
  • Cetera Advisor Networks first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q2 2020 and held it in 2 quarters.
  • Cetera Advisor Networks's Invesco Balanced Multi-Asset Allocation ETF position peaked at $273K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2022.

Based on Cetera Advisor Networks's 13F filing for Q2 2022, filed 11 Aug 2022.