Kayne Anderson Rudnick Investment Management
PSMM

Kayne Anderson Rudnick Investment Management’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio PSMM Stock Details PSMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,066
Closed -$243K – 818
2022
Q4 		$243K Buy
+18,066
New +$242K ﹤0.01% 422

Other funds holding PSMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's PSMM Position: Q1 2023 in Review

Kayne Anderson Rudnick Investment Management sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q1 2023, closing a stake of 18,066 shares — an estimated $243K sold.

Kayne Anderson Rudnick Investment Management first reported a position in PSMM in Q4 2022 and held it in 1 quarter. The position peaked at $243K in Q4 2022. 13 funds tracked by Wall St. Rank hold PSMM as of Q1 2023.

  • Kayne Anderson Rudnick Investment Management reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 18,066 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q1 2023, an estimated $243K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Kayne Anderson Rudnick Investment Management's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $243K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q1 2023.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2023, filed 16 May 2023.