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
2022
Q4 		$421K Buy
2022
Q3 		$346K Buy