Total Clarity Wealth Management’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-145	Closed	-$2K	–	1034
2022 Q2	$2K	Buy	+145	New	+$2.23K	﹤0.01%	951
2022 Q1	–	Sell	-145	Closed	-$2K	–	978
2021 Q4	$2K	Hold	145	–	–	﹤0.01%	938
2021 Q3	$2K	Buy	+145	New	+$2.43K	﹤0.01%	946
2021 Q2	–	Sell	-145	Closed	-$2K	–	800
2021 Q1	$2K	Buy	+145	New	+$2.27K	﹤0.01%	792
2020 Q1	–	Sell	-145	Closed	-$2K	–	666
2019 Q4	$2K	Buy	+145	New	+$2.06K	﹤0.01%	664

Other funds holding PSMB

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

GWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Total Clarity Wealth Management's PSMB Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q3 2022, closing a stake of 145 shares — an estimated $2K sold.

Total Clarity Wealth Management first reported a position in PSMB in Q4 2019 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 12 funds tracked by Wall St. Rank hold PSMB as of Q3 2022.

Total Clarity Wealth Management reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 145 Invesco Balanced Multi-Asset Allocation ETF shares in Q3 2022, an estimated $2K.
Total Clarity Wealth Management first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Invesco Balanced Multi-Asset Allocation ETF position peaked at $2K in Q2 2022.
12 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.