CWA
PSMB

Clearview Wealth Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Clearview Wealth Advisors’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
Q1 		– Sell
-1,864
Closed -$32K – 715
2021
Q4 		$32K Buy
+1,864
New +$31.7K 0.02% 275

Other funds holding PSMB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clearview Wealth Advisors's PSMB Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q1 2022, closing a stake of 1,864 shares — an estimated $32K sold.

Clearview Wealth Advisors first reported a position in PSMB in Q4 2021 and held it in 1 quarter. The position peaked at $32K in Q4 2021. 16 funds tracked by Wall St. Rank hold PSMB as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,864 Invesco Balanced Multi-Asset Allocation ETF shares in Q1 2022, an estimated $32K.
  • Clearview Wealth Advisors first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Clearview Wealth Advisors's Invesco Balanced Multi-Asset Allocation ETF position peaked at $32K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.