SS
PSMC

Simplicity Solutions’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Simplicity Solutions’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
2019
Q1 		– Sell
-19,267
Closed -$234K – 818
2018
Q4 		$234K Buy
+19,267
New +$240K 0.03% 524

Other funds holding PSMC

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Simplicity Solutions's PSMC Position: Q1 2019 in Review

Simplicity Solutions sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q1 2019, closing a stake of 19,267 shares — an estimated $234K sold.

Simplicity Solutions first reported a position in PSMC in Q4 2018 and held it in 1 quarter. The position peaked at $234K in Q4 2018. 4 funds tracked by Wall St. Rank hold PSMC as of Q1 2019.

  • Simplicity Solutions reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • Simplicity Solutions sold 19,267 Invesco Conservative Multi-Asset Allocation ETF shares in Q1 2019, an estimated $234K.
  • Simplicity Solutions first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q4 2018 and held it in 1 quarter.
  • Simplicity Solutions's Invesco Conservative Multi-Asset Allocation ETF position peaked at $234K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.