Citadel Advisors’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Citadel 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
2020 Q4	–	Sell	-20,897	Closed	-$270K	–	11716
2020 Q3	$270K	Sell	20,897 -26,496	-56%	-$343K	﹤0.01%	8315
2020 Q2	$597K	Buy	47,393 +5,114	+12%	+$62.7K	﹤0.01%	6754
2020 Q1	$486K	Buy	42,279 +19,668	+87%	+$246K	﹤0.01%	6509
2019 Q4	$290K	Sell	22,611 -34,529	-60%	-$451K	﹤0.01%	7637
2019 Q3	$743K	Sell	57,140 -9,189	-14%	-$120K	﹤0.01%	6098
2019 Q2	$861K	Buy	+66,329	New	+$860K	﹤0.01%	5938

Other funds holding PSMC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

GWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors's PSMC Position: Q4 2020 in Review

Citadel Advisors sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q4 2020, closing a stake of 20,897 shares — an estimated $270K sold.

Citadel Advisors first reported a position in PSMC in Q2 2019 and held it in 6 quarters. The position peaked at $861K in Q2 2019. 6 funds tracked by Wall St. Rank hold PSMC as of Q4 2020.

Citadel Advisors reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q4 2020 after selling out during the quarter.
Citadel Advisors sold 20,897 Invesco Conservative Multi-Asset Allocation ETF shares in Q4 2020, an estimated $270K.
Citadel Advisors first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q2 2019 and held it in 6 quarters.
Citadel Advisors's Invesco Conservative Multi-Asset Allocation ETF position peaked at $861K in Q2 2019.
6 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q4 2020.

Based on Citadel Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.