Citadel Advisors
PSMM

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

Citadel Advisors’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
2020
Q2 		– Sell
-90,110
Closed -$1.07M – 10712
2020
Q1 		$1.07M Sell
90,110
-13,922
-13% -$184K ﹤0.01% 5225
2019
Q4 		$1.43M Buy
+104,032
New +$1.44M ﹤0.01% 4959

Other funds holding PSMM

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Citadel Advisors's PSMM Position: Q2 2020 in Review

Citadel Advisors sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2020, closing a stake of 90,110 shares — an estimated $1.07M sold.

Citadel Advisors first reported a position in PSMM in Q4 2019 and held it in 2 quarters. The position peaked at $1.43M in Q4 2019. 9 funds tracked by Wall St. Rank hold PSMM as of Q2 2020.

  • Citadel Advisors reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • Citadel Advisors sold 90,110 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2020, an estimated $1.07M.
  • Citadel Advisors first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q4 2019 and held it in 2 quarters.
  • Citadel Advisors's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $1.43M in Q4 2019.
  • 9 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2020.

Based on Citadel Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.