PAG
PSMM

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

Private Advisor Group’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
2020
Q3 		– Sell
-290
Closed -$4K – 3673
2020
Q2 		$4K Buy
+290
New +$3.7K ﹤0.01% 3382

Other funds holding PSMM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Advisor Group's PSMM Position: Q3 2020 in Review

Private Advisor Group sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q3 2020, closing a stake of 290 shares — an estimated $4K sold.

Private Advisor Group first reported a position in PSMM in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 6 funds tracked by Wall St. Rank hold PSMM as of Q3 2020.

  • Private Advisor Group reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 290 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q3 2020, an estimated $4K.
  • Private Advisor Group first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $4K in Q2 2020.
  • 6 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.