Stratos Wealth Partners’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

Stratos Wealth Partners’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
2021 Q4	–	Sell	-15,995	Closed	-$246K	–	1311
2021 Q3	$246K	Buy	15,995 +446	+3%	+$6.96K	0.01%	1019
2021 Q2	$240K	Hold	15,549	–	–	0.01%	1053
2021 Q1	$231K	Hold	15,549	–	–	0.01%	982
2020 Q4	$226K	Sell	15,549 -300	-2%	-$4.23K	0.01%	962
2020 Q3	$215K	Sell	15,849 -701	-4%	-$9.53K	0.01%	901
2020 Q2	$218K	Buy	16,550 +1,166	+8%	+$14.9K	0.01%	874
2020 Q1	$182K	Buy	+15,384	New	+$204K	0.01%	821

Other funds holding PSMM

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's PSMM Position: Q4 2021 in Review

Stratos Wealth Partners sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q4 2021, closing a stake of 15,995 shares — an estimated $246K sold.

Stratos Wealth Partners first reported a position in PSMM in Q1 2020 and held it in 7 quarters. The position peaked at $246K in Q3 2021. 8 funds tracked by Wall St. Rank hold PSMM as of Q4 2021.

Stratos Wealth Partners reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q4 2021 after selling out during the quarter.
Stratos Wealth Partners sold 15,995 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q4 2021, an estimated $246K.
Stratos Wealth Partners first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q1 2020 and held it in 7 quarters.
Stratos Wealth Partners's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $246K in Q3 2021.
8 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q4 2021.

Based on Stratos Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.