HFA
PSMB

Hoover Financial Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Hoover Financial Advisors’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
Q2 		$28K Buy
1,696
+655
+63% +$10.7K 0.01% 352
2021
Q1 		$17K Buy
+1,041
New +$16.3K ﹤0.01% 376

Other funds holding PSMB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Hoover Financial Advisors's PSMB Position: Q2 2021 in Review

Hoover Financial Advisors increased its Invesco Balanced Multi-Asset Allocation ETF (PSMB) stake by 63% in Q2 2021, buying an estimated $10.7K and bringing the position to 1,696 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #352.

Hoover Financial Advisors first reported a position in PSMB in Q1 2021 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold PSMB as of Q2 2021.

  • Hoover Financial Advisors held 1,696 shares of Invesco Balanced Multi-Asset Allocation ETF worth $28K as of Q2 2021.
  • Hoover Financial Advisors bought 655 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2021, an estimated $10.7K.
  • Invesco Balanced Multi-Asset Allocation ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #352 holding.
  • Hoover Financial Advisors first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2021 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.