Cetera Investment Advisers’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Cetera Investment Advisers’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
2023 Q2	–	Sell	-18,041	Closed	-$268K	–	2324
2023 Q1	$268K	Sell	18,041 -248	-1%	-$3.7K	﹤0.01%	1765
2022 Q4	$267K	Sell	18,289 -6	-0%	-$87	﹤0.01%	1735
2022 Q3	$251K	Buy	18,295 +2,032	+12%	+$30.3K	0.01%	1384
2022 Q2	$236K	Sell	16,263 -409	-2%	-$6.29K	﹤0.01%	1575
2022 Q1	$272K	Buy	16,672 +839	+5%	+$13.8K	﹤0.01%	1537
2021 Q4	$272K	Buy	+15,833	New	+$269K	﹤0.01%	1550

Other funds holding PSMB

GWM

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

Cetera Investment Advisers's PSMB Position: Q2 2023 in Review

Cetera Investment Advisers sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 18,041 shares — an estimated $268K sold.

Cetera Investment Advisers first reported a position in PSMB in Q4 2021 and held it in 6 quarters. The position peaked at $272K in Q1 2022. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Cetera Investment Advisers reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Cetera Investment Advisers sold 18,041 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $268K.
Cetera Investment Advisers first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q4 2021 and held it in 6 quarters.
Cetera Investment Advisers's Invesco Balanced Multi-Asset Allocation ETF position peaked at $272K in Q1 2022.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Cetera Investment Advisers's 13F filing for Q2 2023, filed 10 Aug 2023.