International Assets Investment Management’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

International Assets Investment Management’s Portfolio PSMC Stock Details PSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-52,920	Closed	-$1.39M	–	1244
2023 Q1	$1.39M	Buy	+52,920	New	+$643K	0.2%	103
2022 Q3	–	Sell	-64,186	Closed	-$1.66K	–	574
2022 Q2	$1.66K	Buy	+64,186	New	+$807K	0.15%	65

Other funds holding PSMC

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

International Assets Investment Management's PSMC Position: Q2 2023 in Review

International Assets Investment Management sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2023, closing a stake of 52,920 shares — an estimated $1.39M sold.

International Assets Investment Management first reported a position in PSMC in Q2 2022 and held it in 2 quarters. The position peaked at $1.39M in Q1 2023. 2 funds tracked by Wall St. Rank hold PSMC as of Q2 2023.

International Assets Investment Management reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
International Assets Investment Management sold 52,920 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $1.39M.
International Assets Investment Management first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q2 2022 and held it in 2 quarters.
International Assets Investment Management's Invesco Conservative Multi-Asset Allocation ETF position peaked at $1.39M in Q1 2023.
2 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2023.

Based on International Assets Investment Management's 13F filing for Q2 2023, filed 20 Jul 2023.