Jeff Yass’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-56,107
| Closed | -$772K | – | 13599 |
|
|
2023
Q1 | $772K | Buy |
56,107
+29,913
| +114% | +$412K | ﹤0.01% | 7490 |
|
|
2022
Q4 | $352K | Sell |
26,194
-56,461
| -68% | -$757K | ﹤0.01% | 8714 |
|
|
2022
Q3 | $1.07M | Buy |
82,655
+63,783
| +338% | +$885K | ﹤0.01% | 6473 |
|
|
2022
Q2 | $257K | Buy |
18,872
+4,113
| +28% | +$58.5K | ﹤0.01% | 9983 |
|
|
2022
Q1 | $220K | Buy |
+14,759
| New | +$224K | ﹤0.01% | 11015 |
|
|
2021
Q4 | – | Sell |
-25,756
| Closed | -$397K | – | 14212 |
|
|
2021
Q3 | $397K | Buy |
+25,756
| New | +$402K | ﹤0.01% | 9963 |
|
|
2020
Q4 | – | Sell |
-49,498
| Closed | -$671K | – | 11923 |
|
|
2020
Q3 | $671K | Buy |
49,498
+16,917
| +52% | +$230K | ﹤0.01% | 7052 |
|
|
2020
Q2 | $430K | Sell |
32,581
-3,009
| -8% | -$38.4K | ﹤0.01% | 7683 |
|
|
2020
Q1 | $421K | Sell |
35,590
-29,236
| -45% | -$387K | ﹤0.01% | 7296 |
|
|
2019
Q4 | $891K | Buy |
64,826
+7,857
| +14% | +$109K | ﹤0.01% | 5756 |
|
|
2019
Q3 | $783K | Buy |
56,969
+35,279
| +163% | +$484K | ﹤0.01% | 6248 |
|
|
2019
Q2 | $295K | Sell |
21,690
-19,055
| -47% | -$256K | ﹤0.01% | 8355 |
|
|
2019
Q1 | $542K | Sell |
40,745
-18,452
| -31% | -$240K | ﹤0.01% | 6114 |
|
|
2018
Q4 | $732K | Buy |
+59,197
| New | +$757K | ﹤0.01% | 5298 |
|
Other funds holding PSMM
Jeff Yass's PSMM Position: Q2 2023 in Review
Jeff Yass sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2023, closing a stake of 56,107 shares — an estimated $772K sold.
Jeff Yass first reported a position in PSMM in Q4 2018 and held it in 14 quarters. The position peaked at $1.07M in Q3 2022. 1 fund tracked by Wall St. Rank holds PSMM as of Q2 2023.
- Jeff Yass reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
- Jeff Yass sold 56,107 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $772K.
- Jeff Yass first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q4 2018 and held it in 14 quarters.
- Jeff Yass's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $1.07M in Q3 2022.
- 1 fund tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2023.
Based on Susquehanna International Group's 13F filing for Q2 2023, filed 11 Aug 2023.