IWP
PSMB

IAG Wealth Partners’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

IAG Wealth 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
2021
Q3 		– Sell
-441
Closed -$8K – 402
2021
Q2 		$8K Buy
+441
New +$7.21K ﹤0.01% 291

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EH
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
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

IAG Wealth Partners's PSMB Position: Q3 2021 in Review

IAG Wealth Partners sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q3 2021, closing a stake of 441 shares — an estimated $8K sold.

IAG Wealth Partners first reported a position in PSMB in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 12 funds tracked by Wall St. Rank hold PSMB as of Q3 2021.

  • IAG Wealth Partners reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 441 Invesco Balanced Multi-Asset Allocation ETF shares in Q3 2021, an estimated $8K.
  • IAG Wealth Partners first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q2 2021 and held it in 1 quarter.
  • IAG Wealth Partners's Invesco Balanced Multi-Asset Allocation ETF position peaked at $8K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q3 2021.

Based on IAG Wealth Partners's 13F filing for Q3 2021, filed 4 Nov 2021.