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

GeoWealth 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
2023 Q2	–	Sell	-10,056	Closed	-$122K	–	485
2023 Q1	$122K	Sell	10,056 -2,212	-18%	-$26.9K	0.01%	233
2022 Q4	$146K	Buy	+12,268	New	+$146K	0.02%	262
2022 Q2	–	Sell	-52,486	Closed	-$692K	–	415
2022 Q1	$692K	Buy	+52,486	New	+$703K	0.06%	173

Other funds holding PSMC

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

GeoWealth Management's PSMC Position: Q2 2023 in Review

GeoWealth Management sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2023, closing a stake of 10,056 shares — an estimated $122K sold.

GeoWealth Management first reported a position in PSMC in Q1 2022 and held it in 3 quarters. The position peaked at $692K in Q1 2022. 2 funds tracked by Wall St. Rank hold PSMC as of Q2 2023.

GeoWealth Management reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
GeoWealth Management sold 10,056 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $122K.
GeoWealth Management first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q1 2022 and held it in 3 quarters.
GeoWealth Management's Invesco Conservative Multi-Asset Allocation ETF position peaked at $692K in Q1 2022.
2 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2023.

Based on GeoWealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.