Creative Financial Designs’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

Creative Financial Designs’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
2023 Q1	–	Sell	-214	Closed	-$2.87K	–	1445
2022 Q4	$2.87K	Hold	214	–	–	﹤0.01%	1123
2022 Q3	$3K	Hold	214	–	–	﹤0.01%	1147
2022 Q2	$3K	Sell	214 -281,611	-100%	-$4M	﹤0.01%	1103
2022 Q1	$4.21M	Buy	281,825 +20,911	+8%	+$317K	0.64%	40
2021 Q4	$4.13M	Buy	260,914 +25,445	+11%	+$400K	0.62%	36
2021 Q3	$3.63M	Buy	235,469 +28,437	+14%	+$444K	0.6%	36
2021 Q2	$3.19M	Buy	+207,032	New	+$3.15M	0.55%	38

Other funds holding PSMM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Creative Financial Designs's PSMM Position: Q1 2023 in Review

Creative Financial Designs sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q1 2023, closing a stake of 214 shares — an estimated $2.87K sold.

Creative Financial Designs first reported a position in PSMM in Q2 2021 and held it in 7 quarters. The position peaked at $4.21M in Q1 2022. 13 funds tracked by Wall St. Rank hold PSMM as of Q1 2023.

Creative Financial Designs reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
Creative Financial Designs sold 214 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q1 2023, an estimated $2.87K.
Creative Financial Designs first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q2 2021 and held it in 7 quarters.
Creative Financial Designs's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $4.21M in Q1 2022.
13 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.