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

Sunbelt Securities’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
2023 Q2	–	Sell	-2,362	Closed	-$32.3K	–	1765
2023 Q1	$32.3K	Buy	+2,362	New	+$32.5K	0.01%	837

Other funds holding PSMM

GWM

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

Sunbelt Securities's PSMM Position: Q2 2023 in Review

Sunbelt Securities sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2023, closing a stake of 2,362 shares — an estimated $32.3K sold.

Sunbelt Securities first reported a position in PSMM in Q1 2023 and held it in 1 quarter. The position peaked at $32.3K in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMM as of Q2 2023.

Sunbelt Securities reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Sunbelt Securities sold 2,362 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $32.3K.
Sunbelt Securities first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
Sunbelt Securities's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $32.3K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2023.

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