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	–	3675
2020 Q2	$16K	Buy	+1,218	New	+$15.5K	﹤0.01%	2705

Other funds holding PSMB

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Private Advisor Group's PSMB Position: Q2 2023 in Review

Private Advisor Group sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 14,717 shares — an estimated $219K sold.

Private Advisor Group first reported a position in PSMB in Q2 2020 and held it in 2 quarters. The position peaked at $219K in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Private Advisor Group reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Private Advisor Group sold 14,717 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $219K.
Private Advisor Group first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q2 2020 and held it in 2 quarters.
Private Advisor Group's Invesco Balanced Multi-Asset Allocation ETF position peaked at $219K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Private Advisor Group's 13F filing for Q2 2023, filed 10 Aug 2023.