Denver Wealth Management’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Denver Wealth Management’s Portfolio PSMB Stock Details PSMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-94,968	Closed	-$1.41M	–	82
2023 Q1	$1.41M	Sell	94,968 -2,619	-3%	-$39.1K	0.98%	27
2022 Q4	$1.42M	Buy	+97,587	New	+$1.41M	1.06%	23

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Denver Wealth Management's PSMB Position: Q2 2023 in Review

Denver Wealth Management sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 94,968 shares — an estimated $1.41M sold.

Denver Wealth Management first reported a position in PSMB in Q4 2022 and held it in 2 quarters. The position peaked at $1.42M in Q4 2022. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Denver Wealth Management reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Denver Wealth Management sold 94,968 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $1.41M.
Denver Wealth Management first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q4 2022 and held it in 2 quarters.
Denver Wealth Management's Invesco Balanced Multi-Asset Allocation ETF position peaked at $1.42M in Q4 2022.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Denver Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.