SHJ
PSMB

Sharkey, Howes & Javer’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Sharkey, Howes & Javer’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
Q1 		– Sell
-36,441
Closed -$532K – 106
2022
Q4 		$532K Sell
36,441
-410,812
-92% -$5.95M 0.12% 69
2022
Q3 		$6.14M Buy
+447,253
New +$6.67M 1.34% 17

Other funds holding PSMB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sharkey, Howes & Javer's PSMB Position: Q1 2023 in Review

Sharkey, Howes & Javer sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q1 2023, closing a stake of 36,441 shares — an estimated $532K sold.

Sharkey, Howes & Javer first reported a position in PSMB in Q3 2022 and held it in 2 quarters. The position peaked at $6.14M in Q3 2022. 22 funds tracked by Wall St. Rank hold PSMB as of Q1 2023.

  • Sharkey, Howes & Javer reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 36,441 Invesco Balanced Multi-Asset Allocation ETF shares in Q1 2023, an estimated $532K.
  • Sharkey, Howes & Javer first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q3 2022 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Invesco Balanced Multi-Asset Allocation ETF position peaked at $6.14M in Q3 2022.
  • 22 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q1 2023.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2023, filed 18 Apr 2023.