VWA
PSMM

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

V Wealth Advisors’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
Q1 		– Sell
-36,502
Closed -$490K – 402
2022
Q4 		$490K Buy
36,502
+13,806
+61% +$185K 0.1% 190
2022
Q3 		$294K Buy
+22,696
New +$315K 0.06% 288

Other funds holding PSMM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

V Wealth Advisors's PSMM Position: Q1 2023 in Review

V Wealth Advisors sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q1 2023, closing a stake of 36,502 shares — an estimated $490K sold.

V Wealth Advisors first reported a position in PSMM in Q3 2022 and held it in 2 quarters. The position peaked at $490K in Q4 2022. 13 funds tracked by Wall St. Rank hold PSMM as of Q1 2023.

  • V Wealth Advisors reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • V Wealth Advisors sold 36,502 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q1 2023, an estimated $490K.
  • V Wealth Advisors first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q3 2022 and held it in 2 quarters.
  • V Wealth Advisors's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $490K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q1 2023.

Based on V Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.