VWA
PSMC

V Wealth Advisors’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

V Wealth Advisors’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
2022
Q4 		– Sell
-13,978
Closed -$162K – 417
2022
Q3 		$162K Buy
+13,978
New +$172K 0.03% 360

Other funds holding PSMC

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

V Wealth Advisors's PSMC Position: Q4 2022 in Review

V Wealth Advisors sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q4 2022, closing a stake of 13,978 shares — an estimated $162K sold.

V Wealth Advisors first reported a position in PSMC in Q3 2022 and held it in 1 quarter. The position peaked at $162K in Q3 2022. 18 funds tracked by Wall St. Rank hold PSMC as of Q4 2022.

  • V Wealth Advisors reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • V Wealth Advisors sold 13,978 Invesco Conservative Multi-Asset Allocation ETF shares in Q4 2022, an estimated $162K.
  • V Wealth Advisors first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q3 2022 and held it in 1 quarter.
  • V Wealth Advisors's Invesco Conservative Multi-Asset Allocation ETF position peaked at $162K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.