UBS Group
PSMC

UBS Group’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

UBS Group’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
-652
Closed -$7.94K – 10230
2023
Q1 		$7.94K Sell
652
-2,247
-78% -$27.3K ﹤0.01% 7768
2022
Q4 		$34.5K Buy
2,899
+863
+42% +$10.2K ﹤0.01% 7098
2022
Q3 		$24K Buy
2,036
+2,029
+28,986% +$24.9K ﹤0.01% 7179
2022
Q2 		$0 Sell
7
-195
-97% -$2.45K ﹤0.01% 11367
2022
Q1 		$3K Buy
202
+127
+169% +$1.7K ﹤0.01% 9549
2021
Q4 		$1K Buy
+75
New +$1.04K ﹤0.01% 10111
2021
Q3 		– Sell
-126
Closed -$2K – 10369
2021
Q2 		$2K Buy
126
+51
+68% +$697 ﹤0.01% 9035
2021
Q1 		$1K Buy
+75
New +$1.01K ﹤0.01% 8835
2020
Q3 		– Sell
-13
Closed – – 8579
2020
Q2 		$0 Sell
13
-209
-94% -$2.56K ﹤0.01% 8500
2020
Q1 		$3K Buy
+222
New +$2.77K ﹤0.01% 7544
2019
Q2 		– Sell
-19
Closed – – 8262
2019
Q1 		$0 Sell
19
-333
-95% -$4.21K ﹤0.01% 8321
2018
Q4 		$4K Buy
+352
New +$4.39K ﹤0.01% 7660

Other funds holding PSMC

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

UBS Group's PSMC Position: Q2 2023 in Review

UBS Group sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2023, closing a stake of 652 shares — an estimated $7.94K sold.

UBS Group first reported a position in PSMC in Q4 2018 and held it in 12 quarters. The position peaked at $34.5K in Q4 2022. 2 funds tracked by Wall St. Rank hold PSMC as of Q2 2023.

  • UBS Group reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • UBS Group sold 652 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $7.94K.
  • UBS Group first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q4 2018 and held it in 12 quarters.
  • UBS Group's Invesco Conservative Multi-Asset Allocation ETF position peaked at $34.5K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2023.

Based on UBS Group's 13F filing for Q2 2023, filed 11 Aug 2023.