WA
PSMC

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

Waverly 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
2023
Q1 		– Sell
-13,374
Closed -$159K – 312
2022
Q4 		$159K Buy
+13,374
New +$159K 0.01% 271

Other funds holding PSMC

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Waverly Advisors's PSMC Position: Q1 2023 in Review

Waverly Advisors sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q1 2023, closing a stake of 13,374 shares — an estimated $159K sold.

Waverly Advisors first reported a position in PSMC in Q4 2022 and held it in 1 quarter. The position peaked at $159K in Q4 2022. 13 funds tracked by Wall St. Rank hold PSMC as of Q1 2023.

  • Waverly Advisors reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Waverly Advisors sold 13,374 Invesco Conservative Multi-Asset Allocation ETF shares in Q1 2023, an estimated $159K.
  • Waverly Advisors first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Waverly Advisors's Invesco Conservative Multi-Asset Allocation ETF position peaked at $159K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q1 2023.

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