OMC
PSMC

Old Mission Capital’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Old Mission Capital’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
2021
Q2 		– Sell
-15,990
Closed -$215K – 1290
2021
Q1 		$215K Buy
+15,990
New +$215K 0.01% 676

Other funds holding PSMC

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
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Old Mission Capital sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2021, closing a stake of 15,990 shares — an estimated $215K sold.

Old Mission Capital first reported a position in PSMC in Q1 2021 and held it in 1 quarter. The position peaked at $215K in Q1 2021. 8 funds tracked by Wall St. Rank hold PSMC as of Q2 2021.

  • Old Mission Capital reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • Old Mission Capital sold 15,990 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2021, an estimated $215K.
  • Old Mission Capital first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q1 2021 and held it in 1 quarter.
  • Old Mission Capital's Invesco Conservative Multi-Asset Allocation ETF position peaked at $215K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2021.

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