SS
PSMB

Sunbelt Securities’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Sunbelt Securities’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
-810
Closed -$12K – 1767
2023
Q1 		$12K Buy
+810
New +$12.1K ﹤0.01% 1082

Other funds holding PSMB

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