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 $4.9B AUM 23.65% 1-Year Est. Return

ICA Group Wealth Management's PSMB Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 33 shares — an estimated $491 sold.

ICA Group Wealth Management first reported a position in PSMB in Q1 2023 and held it in 1 quarter. The position peaked at $491 in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

  • ICA Group Wealth Management reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 33 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $491.
  • ICA Group Wealth Management first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
  • ICA Group Wealth Management's Invesco Balanced Multi-Asset Allocation ETF position peaked at $491 in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.