KFI
PSMB

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 $4.31B AUM 18.36% 1-Year Est. Return