PAG
PSMB

Private Advisor Group’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Private Advisor Group’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
Q2 		– Sell
-14,717
Closed -$219K – 2110
2023
Q1 		$219K Buy
+14,717
New +$220K ﹤0.01% 1749
2020
Q3 		– Sell
-1,218
Closed -$16K – 3679
2020
Q2 		$16K Buy
+1,218
New +$15.5K ﹤0.01% 2705

Other funds holding PSMB

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return