HI
PSMB

Harbour Investments’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Harbour Investments’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
2021
Q4 		– Sell
-8,495
Closed -$140K – 3904
2021
Q3 		$140K Buy
8,495
+3,300
+64% +$55.3K ﹤0.01% 1193
2021
Q2 		$86K Buy
5,195
+4,535
+687% +$74.1K ﹤0.01% 1487
2021
Q1 		$10K Buy
+660
New +$10.3K ﹤0.01% 2639

Other funds holding PSMB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Harbour Investments's PSMB Position: Q4 2021 in Review

Harbour Investments sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q4 2021, closing a stake of 8,495 shares — an estimated $140K sold.

Harbour Investments first reported a position in PSMB in Q1 2021 and held it in 3 quarters. The position peaked at $140K in Q3 2021. 13 funds tracked by Wall St. Rank hold PSMB as of Q4 2021.

  • Harbour Investments reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 8,495 Invesco Balanced Multi-Asset Allocation ETF shares in Q4 2021, an estimated $140K.
  • Harbour Investments first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's Invesco Balanced Multi-Asset Allocation ETF position peaked at $140K in Q3 2021.
  • 13 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.