IFP Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

IFP Advisors’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 Q1	–	Sell	-3,532	Closed	-$47.3K	–	3064
2019 Q4	$50K	Hold	3,532	–	–	﹤0.01%	1256
2019 Q3	$49K	Buy	+3,532	New	+$49.5K	﹤0.01%	1381

Other funds holding PSMB

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

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

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

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

GWM

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

SMFS

Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

IFP Advisors's PSMB Position: Q1 2020 in Review

IFP Advisors sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q1 2020, closing a stake of 3,532 shares — an estimated $47.3K sold.

IFP Advisors first reported a position in PSMB in Q3 2019 and held it in 2 quarters. The position peaked at $50K in Q4 2019. 10 funds tracked by Wall St. Rank hold PSMB as of Q1 2020.

IFP Advisors reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q1 2020 after selling out during the quarter.
IFP Advisors sold 3,532 Invesco Balanced Multi-Asset Allocation ETF shares in Q1 2020, an estimated $47.3K.
IFP Advisors first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q3 2019 and held it in 2 quarters.
IFP Advisors's Invesco Balanced Multi-Asset Allocation ETF position peaked at $50K in Q4 2019.
10 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q1 2020.

Based on IFP Advisors's 13F filing for Q1 2020, filed 12 May 2020.