Key Financial Inc’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Key Financial Inc’s Portfolio PSMB Stock Details PSMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-31	Closed	-$461	–	1394
2023 Q1	$461	Buy	+31	New	+$463	﹤0.01%	1096

Other funds holding PSMB

GWM

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

Key Financial Inc's PSMB Position: Q2 2023 in Review

Key Financial Inc sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 31 shares — an estimated $461 sold.

Key Financial Inc first reported a position in PSMB in Q1 2023 and held it in 1 quarter. The position peaked at $461 in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Key Financial Inc reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Key Financial Inc sold 31 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $461.
Key Financial Inc first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
Key Financial Inc's Invesco Balanced Multi-Asset Allocation ETF position peaked at $461 in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Key Financial Inc's 13F filing for Q2 2023, filed 28 Jul 2023.