Private Advisor Group’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Private Advisor Group’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
2022 Q3	–	Sell	-14,434	Closed	-$175K	–	2178
2022 Q2	$175K	Sell	14,434 -3,974	-22%	-$50K	﹤0.01%	1870
2022 Q1	$243K	Buy	+18,408	New	+$247K	﹤0.01%	1790
2020 Q3	–	Sell	-71,347	Closed	-$899K	–	3671
2020 Q2	$899K	Buy	+71,347	New	+$874K	0.01%	802

Other funds holding PSMC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Advisor Group's PSMC Position: Q3 2022 in Review

Private Advisor Group sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q3 2022, closing a stake of 14,434 shares — an estimated $175K sold.

Private Advisor Group first reported a position in PSMC in Q2 2020 and held it in 3 quarters. The position peaked at $899K in Q2 2020. 13 funds tracked by Wall St. Rank hold PSMC as of Q3 2022.

Private Advisor Group reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q3 2022 after selling out during the quarter.
Private Advisor Group sold 14,434 Invesco Conservative Multi-Asset Allocation ETF shares in Q3 2022, an estimated $175K.
Private Advisor Group first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q2 2020 and held it in 3 quarters.
Private Advisor Group's Invesco Conservative Multi-Asset Allocation ETF position peaked at $899K in Q2 2020.
13 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q3 2022.

Based on Private Advisor Group's 13F filing for Q3 2022, filed 14 Oct 2022.