LTFS
PSMM

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

Ladenburg Thalmann Financial 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
2019
Q4 		$3K Hold
250
– – ﹤0.01% 5003
2019
Q3 		$3K Buy
+250
New +$3.43K ﹤0.01% 4901

Other funds holding PSMM

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PSMM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) position steady in Q4 2019 at 250 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #5003.

Ladenburg Thalmann Financial Services first reported a position in PSMM in Q3 2019 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold PSMM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 250 shares of Invesco Moderately Conservative Multi-Asset Allocation ETF worth $3K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Invesco Moderately Conservative Multi-Asset Allocation ETF share count unchanged in Q4 2019.
  • Invesco Moderately Conservative Multi-Asset Allocation ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5003 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q3 2019 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.