Retireful LLC’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Retireful LLC’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	-112,480	Closed	-$1.67M	–	130
2023 Q1	$1.67M	Buy	+112,480	New	+$1.68M	0.54%	10

Other funds holding PSMB

GWM

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

Retireful LLC's PSMB Position: Q2 2023 in Review

Retireful LLC sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 112,480 shares — an estimated $1.67M sold.

Retireful LLC first reported a position in PSMB in Q1 2023 and held it in 1 quarter. The position peaked at $1.67M in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Retireful LLC reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Retireful LLC sold 112,480 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $1.67M.
Retireful LLC first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
Retireful LLC's Invesco Balanced Multi-Asset Allocation ETF position peaked at $1.67M in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Retireful LLC's 13F filing for Q2 2023, filed 11 Jul 2023.