PCG Wealth Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

PCG Wealth Advisors’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
2023 Q1	–	Sell	-42,267	Closed	-$617K	–	123
2022 Q4	$617K	Sell	42,267 -44,095	-51%	-$638K	0.39%	55
2022 Q3	$1.19M	Buy	86,362 +43,181	+100%	+$644K	0.42%	48
2022 Q2	$627K	Buy	+43,181	New	+$664K	0.45%	45

Other funds holding PSMB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCG Wealth Advisors's PSMB Position: Q1 2023 in Review

PCG Wealth Advisors sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q1 2023, closing a stake of 42,267 shares — an estimated $617K sold.

PCG Wealth Advisors first reported a position in PSMB in Q2 2022 and held it in 3 quarters. The position peaked at $1.19M in Q3 2022. 22 funds tracked by Wall St. Rank hold PSMB as of Q1 2023.

PCG Wealth Advisors reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
PCG Wealth Advisors sold 42,267 Invesco Balanced Multi-Asset Allocation ETF shares in Q1 2023, an estimated $617K.
PCG Wealth Advisors first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q2 2022 and held it in 3 quarters.
PCG Wealth Advisors's Invesco Balanced Multi-Asset Allocation ETF position peaked at $1.19M in Q3 2022.
22 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q1 2023.

Based on PCG Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.