IGWM
PSMB

ICA Group Wealth Management’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

ICA Group Wealth Management’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
2023
Q2 		– Sell
-33
Closed -$491 – 1430
2023
Q1 		$491 Buy
+33
New +$492 ﹤0.01% 1197

Other funds holding PSMB

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