CA
PSMC

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

CoreCap 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
2022
Q3 		– Sell
-3,006
Closed -$37K – 2280
2022
Q2 		$37K Buy
+3,006
New +$37.8K ﹤0.01% 1042
2022
Q1 		– Sell
-3,006
Closed -$42K – 2277
2021
Q4 		$42K Buy
+3,006
New +$41.7K ﹤0.01% 1061

Other funds holding PSMC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CoreCap Advisors's PSMC Position: Q3 2022 in Review

CoreCap Advisors sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q3 2022, closing a stake of 3,006 shares — an estimated $37K sold.

CoreCap Advisors first reported a position in PSMC in Q4 2021 and held it in 2 quarters. The position peaked at $42K in Q4 2021. 13 funds tracked by Wall St. Rank hold PSMC as of Q3 2022.

  • CoreCap Advisors reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • CoreCap Advisors sold 3,006 Invesco Conservative Multi-Asset Allocation ETF shares in Q3 2022, an estimated $37K.
  • CoreCap Advisors first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q4 2021 and held it in 2 quarters.
  • CoreCap Advisors's Invesco Conservative Multi-Asset Allocation ETF position peaked at $42K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q3 2022.

Based on CoreCap Advisors's 13F filing for Q3 2022, filed 10 Feb 2023.