Global Retirement Partners’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Global Retirement Partners’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	-800	Closed	-$12K	–	3272
2023 Q1	$12K	Sell	800 -1,009	-56%	-$15.1K	﹤0.01%	1850
2022 Q4	$26.4K	Buy	1,809 +519	+40%	+$7.51K	﹤0.01%	1364
2022 Q3	$18K	Buy	1,290 +354	+38%	+$5.28K	﹤0.01%	1458
2022 Q2	$14K	Buy	936 +77	+9%	+$1.19K	﹤0.01%	1510
2022 Q1	$13K	Buy	+859	New	+$14.1K	﹤0.01%	1536
2021 Q4	–	Sell	-177	Closed	-$3K	–	1956
2021 Q3	$3K	Buy	177 +97	+121%	+$1.63K	﹤0.01%	1791
2021 Q2	$1K	Buy	80 +74	+1,233%	+$1.21K	﹤0.01%	1845
2021 Q1	$0	Buy	+6	New	+$94	﹤0.01%	1933

Other funds holding PSMB

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Global Retirement Partners's PSMB Position: Q2 2023 in Review

Global Retirement Partners sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 800 shares — an estimated $12K sold.

Global Retirement Partners first reported a position in PSMB in Q1 2021 and held it in 8 quarters. The position peaked at $26.4K in Q4 2022. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Global Retirement Partners reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Global Retirement Partners sold 800 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $12K.
Global Retirement Partners first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2021 and held it in 8 quarters.
Global Retirement Partners's Invesco Balanced Multi-Asset Allocation ETF position peaked at $26.4K in Q4 2022.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Global Retirement Partners's 13F filing for Q2 2023, filed 20 Jul 2023.