WEPOG
PSMB

Wealth Enhancement & Preservation of GA’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Wealth Enhancement & Preservation of GA’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
2020
Q1 		– Sell
-16,790
Closed -$235K – 62
2019
Q4 		$235K Buy
+16,790
New +$239K 0.12% 50

Other funds holding PSMB

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SMFS
Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's PSMB Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of Invesco Balanced Multi-Asset Allocation ETF (PSMB) in Q1 2020, closing a stake of 16,790 shares — an estimated $235K sold.

Wealth Enhancement & Preservation of GA first reported a position in PSMB in Q4 2019 and held it in 1 quarter. The position peaked at $235K in Q4 2019. 10 funds tracked by Wall St. Rank hold PSMB as of Q1 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining Invesco Balanced Multi-Asset Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 16,790 Invesco Balanced Multi-Asset Allocation ETF shares in Q1 2020, an estimated $235K.
  • Wealth Enhancement & Preservation of GA first reported a position in Invesco Balanced Multi-Asset Allocation ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Invesco Balanced Multi-Asset Allocation ETF position peaked at $235K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Invesco Balanced Multi-Asset Allocation ETF as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.