MGO One Seven’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

MGO One Seven’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
2019 Q1	–	Sell	-500	Closed	-$6K	–	1765
2018 Q4	$6K	Buy	+500	New	+$6.57K	﹤0.01%	1334
2018 Q1	$7K	Hold	500	–	–	﹤0.01%	1233
2017 Q4	$7K	Buy	+500	New	+$6.7K	﹤0.01%	1214

Other funds holding PSMB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SMFS

Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return

MGO One Seven's PSMB Position: Q1 2019 in Review

MGO One Seven sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q1 2019, closing a stake of 500 shares — an estimated $6K sold.

MGO One Seven first reported a position in PSMB in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 3 funds tracked by Wall St. Rank hold PSMB as of Q1 2019.

MGO One Seven reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 500 Invesco Balanced Multi-Asset Allocation ETF shares in Q1 2019, an estimated $6K.
MGO One Seven first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q4 2017 and held it in 3 quarters.
MGO One Seven's Invesco Balanced Multi-Asset Allocation ETF position peaked at $7K in Q1 2018.
3 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.