Spire Wealth Management’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Spire Wealth Management’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	-216	Closed	-$3.21K	–	2565
2023 Q1	$3.21K	Buy	+216	New	+$3.22K	﹤0.01%	2149

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Spire Wealth Management's PSMB Position: Q2 2023 in Review

Spire Wealth Management sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 216 shares — an estimated $3.21K sold.

Spire Wealth Management first reported a position in PSMB in Q1 2023 and held it in 1 quarter. The position peaked at $3.21K in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Spire Wealth Management reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 216 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $3.21K.
Spire Wealth Management first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
Spire Wealth Management's Invesco Balanced Multi-Asset Allocation ETF position peaked at $3.21K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.