OMC
PSMM

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

Old Mission Capital’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
2021
Q2 		– Sell
-12,463
Closed -$185K – 1291
2021
Q1 		$185K Buy
+12,463
New +$184K 0.01% 696

Other funds holding PSMM

CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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

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

Old Mission Capital sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2021, closing a stake of 12,463 shares — an estimated $185K sold.

Old Mission Capital first reported a position in PSMM in Q1 2021 and held it in 1 quarter. The position peaked at $185K in Q1 2021. 8 funds tracked by Wall St. Rank hold PSMM as of Q2 2021.

  • Old Mission Capital reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • Old Mission Capital sold 12,463 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2021, an estimated $185K.
  • Old Mission Capital first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q1 2021 and held it in 1 quarter.
  • Old Mission Capital's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $185K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2021.

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