Ken Griffin
PSMM

Ken Griffin’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

Ken Griffin’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
2020
Q2 		– Sell
-90,110
Closed -$1.07M – 10712
2020
Q1 		$1.07M Sell
90,110
-13,922
-13% -$184K ﹤0.01% 5225
2019
Q4 		$1.43M Buy
+104,032
New +$1.44M ﹤0.01% 4959

Other funds holding PSMM

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ken Griffin's PSMM Position: Q2 2020 in Review

Ken Griffin sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2020, closing a stake of 90,110 shares — an estimated $1.07M sold.

Ken Griffin first reported a position in PSMM in Q4 2019 and held it in 2 quarters. The position peaked at $1.43M in Q4 2019. 9 funds tracked by Wall St. Rank hold PSMM as of Q2 2020.

  • Ken Griffin reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • Ken Griffin sold 90,110 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2020, an estimated $1.07M.
  • Ken Griffin first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q4 2019 and held it in 2 quarters.
  • Ken Griffin's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $1.43M in Q4 2019.
  • 9 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2020.

Based on Citadel Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.