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	–	1766
2023 Q1	$12K	Buy	+810	New	+$12.1K	﹤0.01%	1082

Other funds holding PSMB

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Sunbelt Securities's PSMB Position: Q2 2023 in Review

Sunbelt Securities sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q2 2023, closing a stake of 810 shares — an estimated $12K sold.

Sunbelt Securities first reported a position in PSMB in Q1 2023 and held it in 1 quarter. The position peaked at $12K in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMB as of Q2 2023.

Sunbelt Securities reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Sunbelt Securities sold 810 Invesco Balanced Multi-Asset Allocation ETF shares in Q2 2023, an estimated $12K.
Sunbelt Securities first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
Sunbelt Securities's Invesco Balanced Multi-Asset Allocation ETF position peaked at $12K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q2 2023.

Based on Sunbelt Securities's 13F filing for Q2 2023, filed 16 Aug 2023.