Commonwealth Equity Services’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Commonwealth Equity Services’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	-12,254	Closed	-$182K	–	3962
2023 Q1	$182K	Buy	12,254 +39	+0.3%	+$582	﹤0.01%	3352
2022 Q4	$178K	Buy	+12,215	New	+$177K	﹤0.01%	3276

Other funds holding PSMB

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Commonwealth Equity Services's PSMB Position: Q2 2023 in Review

Commonwealth Equity Services sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 12,254 shares — an estimated $182K sold.

Commonwealth Equity Services first reported a position in PSMB in Q4 2022 and held it in 2 quarters. The position peaked at $182K in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Commonwealth Equity Services reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Commonwealth Equity Services sold 12,254 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $182K.
Commonwealth Equity Services first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q4 2022 and held it in 2 quarters.
Commonwealth Equity Services's Invesco Balanced Multi-Asset Allocation ETF position peaked at $182K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Commonwealth Equity Services's 13F filing for Q2 2023, filed 10 Aug 2023.