LTFS
PSMC

Ladenburg Thalmann Financial Services’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio PSMC Stock Details PSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,000
Closed -$13K – 5519
2019
Q2 		$13K Buy
+1,000
New +$13K ﹤0.01% 4328

Other funds holding PSMC

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PSMC Position: Q3 2019 in Review

Ladenburg Thalmann Financial Services sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q3 2019, closing a stake of 1,000 shares — an estimated $13K sold.

Ladenburg Thalmann Financial Services first reported a position in PSMC in Q2 2019 and held it in 1 quarter. The position peaked at $13K in Q2 2019. 7 funds tracked by Wall St. Rank hold PSMC as of Q3 2019.

  • Ladenburg Thalmann Financial Services reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q3 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 1,000 Invesco Conservative Multi-Asset Allocation ETF shares in Q3 2019, an estimated $13K.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q2 2019 and held it in 1 quarter.
  • Ladenburg Thalmann Financial Services's Invesco Conservative Multi-Asset Allocation ETF position peaked at $13K in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q3 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.