DWM
PSMC

Darwin Wealth Management’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Darwin Wealth Management’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
2020
Q3 		– Sell
-17,716
Closed -$223K – 181
2020
Q2 		$223K Sell
17,716
-3,555
-17% -$43.6K 0.06% 143
2020
Q1 		$244K Buy
21,271
+4,539
+27% +$56.7K 0.08% 115
2019
Q4 		$215K Buy
16,732
+3,741
+29% +$48.8K 0.06% 147
2019
Q3 		$169K Buy
+12,991
New +$170K 0.05% 144

Other funds holding PSMC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Darwin Wealth Management's PSMC Position: Q3 2020 in Review

Darwin Wealth Management sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q3 2020, closing a stake of 17,716 shares — an estimated $223K sold.

Darwin Wealth Management first reported a position in PSMC in Q3 2019 and held it in 4 quarters. The position peaked at $244K in Q1 2020. 8 funds tracked by Wall St. Rank hold PSMC as of Q3 2020.

  • Darwin Wealth Management reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 17,716 Invesco Conservative Multi-Asset Allocation ETF shares in Q3 2020, an estimated $223K.
  • Darwin Wealth Management first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q3 2019 and held it in 4 quarters.
  • Darwin Wealth Management's Invesco Conservative Multi-Asset Allocation ETF position peaked at $244K in Q1 2020.
  • 8 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q3 2020.

Based on Darwin Wealth Management's 13F filing for Q3 2020, filed 16 Oct 2020.