OMC
PSMB

Old Mission Capital’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Old Mission Capital’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
2021
Q2 		– Sell
-11,771
Closed -$187K – 1292
2021
Q1 		$187K Buy
+11,771
New +$184K 0.01% 695

Other funds holding PSMB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFA
Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

Old Mission Capital's PSMB Position: Q2 2021 in Review

Old Mission Capital sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2021, closing a stake of 11,771 shares — an estimated $187K sold.

Old Mission Capital first reported a position in PSMB in Q1 2021 and held it in 1 quarter. The position peaked at $187K in Q1 2021. 12 funds tracked by Wall St. Rank hold PSMB as of Q2 2021.

  • Old Mission Capital reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • Old Mission Capital sold 11,771 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2021, an estimated $187K.
  • Old Mission Capital first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2021 and held it in 1 quarter.
  • Old Mission Capital's Invesco Balanced Multi-Asset Allocation ETF position peaked at $187K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2021.

Based on Old Mission Capital's 13F filing for Q2 2021, filed 13 Aug 2021.