SFS
PSMM

Sowell Financial Services’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

Sowell Financial Services’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
2022
Q3 		– Sell
-54,571
Closed -$1.77M – 463
2022
Q2 		$1.77M Buy
+54,571
New +$776K 0.16% 118

Other funds holding PSMM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Sowell Financial Services's PSMM Position: Q3 2022 in Review

Sowell Financial Services sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q3 2022, closing a stake of 54,571 shares — an estimated $1.77M sold.

Sowell Financial Services first reported a position in PSMM in Q2 2022 and held it in 1 quarter. The position peaked at $1.77M in Q2 2022. 10 funds tracked by Wall St. Rank hold PSMM as of Q3 2022.

  • Sowell Financial Services reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Sowell Financial Services sold 54,571 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q3 2022, an estimated $1.77M.
  • Sowell Financial Services first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q2 2022 and held it in 1 quarter.
  • Sowell Financial Services's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $1.77M in Q2 2022.
  • 10 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q3 2022.

Based on Sowell Financial Services's 13F filing for Q3 2022, filed 15 Nov 2022.