Sunbelt Securities’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Sunbelt Securities’s Portfolio PSMC Stock Details PSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,044	Closed	-$61.1K	–	1764
2023 Q1	$61.1K	Buy	+5,044	New	+$61.3K	0.01%	701

Other funds holding PSMC

GWM

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

VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

Sunbelt Securities's PSMC Position: Q2 2023 in Review

Sunbelt Securities sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2023, closing a stake of 5,044 shares — an estimated $61.1K sold.

Sunbelt Securities first reported a position in PSMC in Q1 2023 and held it in 1 quarter. The position peaked at $61.1K in Q1 2023. 2 funds tracked by Wall St. Rank hold PSMC as of Q2 2023.

Sunbelt Securities reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Sunbelt Securities sold 5,044 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $61.1K.
Sunbelt Securities first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
Sunbelt Securities's Invesco Conservative Multi-Asset Allocation ETF position peaked at $61.1K in Q1 2023.
2 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2023.

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