GM
PSMB

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

GeoWealth 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
2022
Q2 		– Sell
-42,084
Closed -$687K – 418
2022
Q1 		$687K Buy
+42,084
New +$691K 0.06% 176

Other funds holding PSMB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GeoWealth Management's PSMB Position: Q2 2022 in Review

GeoWealth Management sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2022, closing a stake of 42,084 shares — an estimated $687K sold.

GeoWealth Management first reported a position in PSMB in Q1 2022 and held it in 1 quarter. The position peaked at $687K in Q1 2022. 16 funds tracked by Wall St. Rank hold PSMB as of Q2 2022.

  • GeoWealth Management reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • GeoWealth Management sold 42,084 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2022, an estimated $687K.
  • GeoWealth Management first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2022 and held it in 1 quarter.
  • GeoWealth Management's Invesco Balanced Multi-Asset Allocation ETF position peaked at $687K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2022.

Based on GeoWealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.