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

Darwin Wealth Management’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
2021 Q4	–	Sell	-10,622	Closed	-$164K	–	184
2021 Q3	$164K	Sell	10,622 -2,159	-17%	-$33.7K	0.03%	168
2021 Q2	$197K	Sell	12,781 -2,270	-15%	-$34.6K	0.03%	168
2021 Q1	$223K	Sell	15,051 -6,329	-30%	-$93.6K	0.04%	153
2020 Q4	$310K	Sell	21,380 -8,332	-28%	-$117K	0.06%	135
2020 Q3	$402K	Sell	29,712 -66,158	-69%	-$899K	0.09%	112
2020 Q2	$1.26M	Buy	95,870 +223	+0.2%	+$2.85K	0.32%	71
2020 Q1	$1.13M	Buy	95,647 +8,145	+9%	+$108K	0.36%	61
2019 Q4	$1.2M	Buy	87,502 +10,252	+13%	+$142K	0.32%	82
2019 Q3	$1.06M	Buy	77,250 +13,260	+21%	+$182K	0.31%	77
2019 Q2	$871K	Buy	63,990 +12,175	+23%	+$164K	0.27%	83
2019 Q1	$689K	Buy	+51,815	New	+$675K	0.23%	86

Other funds holding PSMM

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

Darwin Wealth Management's PSMM Position: Q4 2021 in Review

Darwin Wealth Management sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q4 2021, closing a stake of 10,622 shares — an estimated $164K sold.

Darwin Wealth Management first reported a position in PSMM in Q1 2019 and held it in 11 quarters. The position peaked at $1.26M in Q2 2020. 8 funds tracked by Wall St. Rank hold PSMM as of Q4 2021.

Darwin Wealth Management reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q4 2021 after selling out during the quarter.
Darwin Wealth Management sold 10,622 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q4 2021, an estimated $164K.
Darwin Wealth Management first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q1 2019 and held it in 11 quarters.
Darwin Wealth Management's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $1.26M in Q2 2020.
8 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q4 2021.

Based on Darwin Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.