Royal Bank of Canada’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Royal Bank of Canada’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	-4,146	Closed	-$62K	–	7921
2023 Q1	$62K	Hold	4,146	–	–	﹤0.01%	5507
2022 Q4	$61K	Hold	4,146	–	–	﹤0.01%	5769
2022 Q3	$57K	Sell	4,146 -432	-9%	-$6.44K	﹤0.01%	5662
2022 Q2	$67K	Buy	4,578 +123	+3%	+$1.89K	﹤0.01%	5584
2022 Q1	$73K	Hold	4,455	–	–	﹤0.01%	5848
2021 Q4	$77K	Hold	4,455	–	–	﹤0.01%	6120
2021 Q3	$74K	Hold	4,455	–	–	﹤0.01%	5917
2021 Q2	$74K	Buy	4,455 +3,723	+509%	+$60.9K	﹤0.01%	5782
2021 Q1	$12K	Buy	732 +30	+4%	+$470	﹤0.01%	6729
2020 Q4	$11K	Buy	702 +34	+5%	+$493	﹤0.01%	6346
2020 Q3	$9K	Buy	668 +53	+9%	+$728	﹤0.01%	5976
2020 Q2	$8K	Sell	615 -510	-45%	-$6.48K	﹤0.01%	5928
2020 Q1	$13K	Buy	+1,125	New	+$15.1K	﹤0.01%	5740

Other funds holding PSMB

GWM

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

Royal Bank of Canada's PSMB Position: Q2 2023 in Review

Royal Bank of Canada sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 4,146 shares — an estimated $62K sold.

Royal Bank of Canada first reported a position in PSMB in Q1 2020 and held it in 13 quarters. The position peaked at $77K in Q4 2021. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Royal Bank of Canada reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Royal Bank of Canada sold 4,146 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $62K.
Royal Bank of Canada first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2020 and held it in 13 quarters.
Royal Bank of Canada's Invesco Balanced Multi-Asset Allocation ETF position peaked at $77K in Q4 2021.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Royal Bank of Canada's 13F filing for Q2 2023, filed 14 Aug 2023.