LifePlan Financial Group’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

LifePlan Financial Group’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
2020 Q3	$25K	Hold	1,825	–	–	0.01%	318
2020 Q2	$24K	Hold	1,825	–	–	0.01%	315
2020 Q1	$22K	Hold	1,825	–	–	0.01%	300
2019 Q4	$25K	Hold	1,825	–	–	0.01%	325
2019 Q3	$25K	Hold	1,825	–	–	0.01%	321
2019 Q2	$25K	Buy	+1,825	New	+$24.6K	0.01%	320

Other funds holding PSMM

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

GWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LifePlan Financial Group's PSMM Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) position steady in Q3 2020 at 1,825 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #318.

LifePlan Financial Group first reported a position in PSMM in Q2 2019 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold PSMM as of Q3 2020.

LifePlan Financial Group held 1,825 shares of Invesco Moderately Conservative Multi-Asset Allocation ETF worth $25K as of Q3 2020.
LifePlan Financial Group left its Invesco Moderately Conservative Multi-Asset Allocation ETF share count unchanged in Q3 2020.
Invesco Moderately Conservative Multi-Asset Allocation ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #318 holding.
LifePlan Financial Group first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q2 2019 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.