WA
PSMB

Waverly Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Waverly Advisors’s Portfolio PSMB Stock Details PSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,505
Closed -$299K – 315
2022
Q4 		$299K Buy
+20,505
New +$297K 0.02% 223

Other funds holding PSMB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Waverly Advisors's PSMB Position: Q1 2023 in Review

Waverly Advisors sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q1 2023, closing a stake of 20,505 shares — an estimated $299K sold.

Waverly Advisors first reported a position in PSMB in Q4 2022 and held it in 1 quarter. The position peaked at $299K in Q4 2022. 22 funds tracked by Wall St. Rank hold PSMB as of Q1 2023.

  • Waverly Advisors reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Waverly Advisors sold 20,505 Invesco Balanced Multi-Asset Allocation ETF shares in Q1 2023, an estimated $299K.
  • Waverly Advisors first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Waverly Advisors's Invesco Balanced Multi-Asset Allocation ETF position peaked at $299K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q1 2023.

Based on Waverly Advisors's 13F filing for Q1 2023, filed 16 May 2023.