UBS Group
PSMM

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

UBS Group’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
-3,652
Closed -$50.3K – 10234
2023
Q1 		$50.3K Buy
3,652
+1,567
+75% +$21.6K ﹤0.01% 6451
2022
Q4 		$28K Buy
2,085
+955
+85% +$12.8K ﹤0.01% 7312
2022
Q3 		$15K Sell
1,130
-321
-22% -$4.45K ﹤0.01% 7866
2022
Q2 		$20K Buy
1,451
+1,442
+16,022% +$20.5K ﹤0.01% 6906
2022
Q1 		$0 Sell
9
-141
-94% -$2.14K ﹤0.01% 11261
2021
Q4 		$2K Sell
150
-843
-85% -$13.3K ﹤0.01% 9885
2021
Q3 		$15K Buy
+993
New +$15.5K ﹤0.01% 7537
2020
Q3 		– Sell
-1,648
Closed -$22K – 8581
2020
Q2 		$22K Sell
1,648
-2,131
-56% -$27.2K ﹤0.01% 6504
2020
Q1 		$45K Sell
3,779
-6,620
-64% -$87.7K ﹤0.01% 5920
2019
Q4 		$143K Buy
+10,399
New +$144K ﹤0.01% 5813
2019
Q3 		– Sell
-24
Closed – – 8367
2019
Q2 		$0 Sell
24
-1,877
-99% -$25.3K ﹤0.01% 8263
2019
Q1 		$25K Buy
+1,901
New +$24.8K ﹤0.01% 6118

Other funds holding PSMM

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

UBS Group's PSMM Position: Q2 2023 in Review

UBS Group sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2023, closing a stake of 3,652 shares — an estimated $50.3K sold.

UBS Group first reported a position in PSMM in Q1 2019 and held it in 12 quarters. The position peaked at $143K in Q4 2019. 1 fund tracked by Wall St. Rank holds PSMM as of Q2 2023.

  • UBS Group reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • UBS Group sold 3,652 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $50.3K.
  • UBS Group first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q1 2019 and held it in 12 quarters.
  • UBS Group's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $143K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2023.

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