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PSMB
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
-$182
–
3962
2023
Q1
$182
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
$4.31B AUM
18.36%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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