Cetera Investment Advisers’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

Cetera Investment Advisers’s Portfolio PSMM Stock Details PSMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,155	Closed	-$181K	–	2323
2023 Q1	$181K	Buy	+13,155	New	+$181K	﹤0.01%	1981

Other funds holding PSMM

GWM

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

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

Cetera Investment Advisers sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2023, closing a stake of 13,155 shares — an estimated $181K sold.

Cetera Investment Advisers first reported a position in PSMM in Q1 2023 and held it in 1 quarter. The position peaked at $181K in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMM as of Q2 2023.

Cetera Investment Advisers reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Cetera Investment Advisers sold 13,155 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $181K.
Cetera Investment Advisers first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
Cetera Investment Advisers's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $181K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2023.

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