Kestra Advisory Services’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

Kestra Advisory Services’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 Q2	–	Sell	-11,506	Closed	-$158K	–	2213
2023 Q1	$158K	Buy	+11,506	New	+$158K	﹤0.01%	1895

Other funds holding PSMM

GWM

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

Kestra Advisory Services's PSMM Position: Q2 2023 in Review

Kestra Advisory Services sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2023, closing a stake of 11,506 shares — an estimated $158K sold.

Kestra Advisory Services first reported a position in PSMM in Q1 2023 and held it in 1 quarter. The position peaked at $158K in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMM as of Q2 2023.

Kestra Advisory Services reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Kestra Advisory Services sold 11,506 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $158K.
Kestra Advisory Services first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
Kestra Advisory Services's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $158K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2023.

Based on Kestra Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.