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

Howard 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
2020 Q4	–	Sell	-13,063	Closed	-$179K	–	120
2020 Q3	$179K	Buy	13,063 +80	+0.6%	+$1.1K	0.12%	90
2020 Q2	$172K	Buy	12,983 +65	+0.5%	+$826	0.12%	84
2020 Q1	$150K	Buy	+12,918	New	+$173K	0.13%	70

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

GWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Howard Financial Services's PSMB Position: Q4 2020 in Review

Howard Financial Services sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q4 2020, closing a stake of 13,063 shares — an estimated $179K sold.

Howard Financial Services first reported a position in PSMB in Q1 2020 and held it in 3 quarters. The position peaked at $179K in Q3 2020. 7 funds tracked by Wall St. Rank hold PSMB as of Q4 2020.

Howard Financial Services reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q4 2020 after selling out during the quarter.
Howard Financial Services sold 13,063 Invesco Balanced Multi-Asset Allocation ETF shares in Q4 2020, an estimated $179K.
Howard Financial Services first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2020 and held it in 3 quarters.
Howard Financial Services's Invesco Balanced Multi-Asset Allocation ETF position peaked at $179K in Q3 2020.
7 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q4 2020.

Based on Howard Financial Services's 13F filing for Q4 2020, filed 2 Feb 2021.