Squar Milner Financial Services’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-5,296	Closed	-$61K	–	772
2020 Q1	$61K	Sell	5,296 -1,699	-24%	-$22.8K	0.04%	344
2019 Q4	$98K	Buy	+6,995	New	+$99.6K	0.05%	330
2019 Q3	–	Sell	-8,643	Closed	-$121K	–	772
2019 Q2	$121K	Hold	8,643	–	–	0.08%	244
2019 Q1	$117K	Sell	8,643 -563	-6%	-$7.49K	0.09%	240
2018 Q4	$115K	Hold	9,206	–	–	0.11%	207
2018 Q3	$127K	Buy	+9,206	New	+$126K	0.11%	215

Other funds holding PSMB

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Squar Milner Financial Services's PSMB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2020, closing a stake of 5,296 shares — an estimated $61K sold.

Squar Milner Financial Services first reported a position in PSMB in Q3 2018 and held it in 6 quarters. The position peaked at $127K in Q3 2018. 9 funds tracked by Wall St. Rank hold PSMB as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,296 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2020, an estimated $61K.
Squar Milner Financial Services first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's Invesco Balanced Multi-Asset Allocation ETF position peaked at $127K in Q3 2018.
9 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.