Creative Planning
PSMC

Creative Planning’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Creative Planning’s Portfolio PSMC Stock Details PSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-45,159
Closed -$580K – 1977
2019
Q1 		$580K Buy
+45,159
New +$580K ﹤0.01% 956