T
PSMM

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

TRUADVICE’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
2022
Q2 		– Sell
-14,832
Closed -$212K – 156
2022
Q1 		$212K Buy
+14,832
New +$225K 0.12% 131

Other funds holding PSMM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

TRUADVICE's PSMM Position: Q2 2022 in Review

TRUADVICE sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2022, closing a stake of 14,832 shares — an estimated $212K sold.

TRUADVICE first reported a position in PSMM in Q1 2022 and held it in 1 quarter. The position peaked at $212K in Q1 2022. 9 funds tracked by Wall St. Rank hold PSMM as of Q2 2022.

  • TRUADVICE reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • TRUADVICE sold 14,832 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2022, an estimated $212K.
  • TRUADVICE first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q1 2022 and held it in 1 quarter.
  • TRUADVICE's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $212K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2022.

Based on TRUADVICE's 13F filing for Q2 2022, filed 11 Aug 2022.