WA
PSMM

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

Waverly 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
-31,373
Closed -$421K – 313
2022
Q4 		$421K Buy
31,373
+4,633
+17% +$62.2K 0.02% 195
2022
Q3 		$346K Buy
+26,740
New +$371K 0.02% 187

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

Waverly Advisors's PSMM Position: Q1 2023 in Review

Waverly Advisors sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q1 2023, closing a stake of 31,373 shares — an estimated $421K sold.

Waverly Advisors first reported a position in PSMM in Q3 2022 and held it in 2 quarters. The position peaked at $421K in Q4 2022. 13 funds tracked by Wall St. Rank hold PSMM as of Q1 2023.

  • Waverly Advisors reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Waverly Advisors sold 31,373 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q1 2023, an estimated $421K.
  • Waverly Advisors first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q3 2022 and held it in 2 quarters.
  • Waverly Advisors's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $421K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q1 2023.

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