Horizon Financial Services’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Horizon Financial Services’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 Q3	–	Sell	-152	Closed	-$3K	–	155
2021 Q2	$3K	Hold	152	–	–	﹤0.01%	113
2021 Q1	$2K	Sell	152 -180	-54%	-$2.82K	﹤0.01%	108
2020 Q4	$5K	Sell	332 -1,617	-83%	-$23.5K	﹤0.01%	70
2020 Q3	$27K	Buy	+1,949	New	+$26.8K	0.03%	46

Other funds holding PSMB

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

GWM

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Horizon Financial Services's PSMB Position: Q3 2021 in Review

Horizon Financial Services sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q3 2021, closing a stake of 152 shares — an estimated $3K sold.

Horizon Financial Services first reported a position in PSMB in Q3 2020 and held it in 4 quarters. The position peaked at $27K in Q3 2020. 12 funds tracked by Wall St. Rank hold PSMB as of Q3 2021.

Horizon Financial Services reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q3 2021 after selling out during the quarter.
Horizon Financial Services sold 152 Invesco Balanced Multi-Asset Allocation ETF shares in Q3 2021, an estimated $3K.
Horizon Financial Services first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q3 2020 and held it in 4 quarters.
Horizon Financial Services's Invesco Balanced Multi-Asset Allocation ETF position peaked at $27K in Q3 2020.
12 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q3 2021.

Based on Horizon Financial Services's 13F filing for Q3 2021, filed 22 Oct 2021.