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

GeoWealth 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
2023 Q1	–	Sell	-100,484	Closed	-$1.35M	–	450
2022 Q4	$1.35M	Buy	+100,484	New	+$1.35M	0.14%	96
2022 Q2	–	Sell	-46,143	Closed	-$689K	–	416
2022 Q1	$689K	Buy	+46,143	New	+$700K	0.06%	174

Other funds holding PSMM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

GWM

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

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

GeoWealth Management's PSMM Position: Q1 2023 in Review

GeoWealth Management sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q1 2023, closing a stake of 100,484 shares — an estimated $1.35M sold.

GeoWealth Management first reported a position in PSMM in Q1 2022 and held it in 2 quarters. The position peaked at $1.35M in Q4 2022. 13 funds tracked by Wall St. Rank hold PSMM as of Q1 2023.

GeoWealth Management reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
GeoWealth Management sold 100,484 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q1 2023, an estimated $1.35M.
GeoWealth Management first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q1 2022 and held it in 2 quarters.
GeoWealth Management's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $1.35M in Q4 2022.
13 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q1 2023.

Based on GeoWealth Management's 13F filing for Q1 2023, filed 12 May 2023.