WIM
PSMM

WealthPlan Investment Management’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

WealthPlan Investment Management’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
2022
Q1 		$240K Buy
+16,866
New +$256K 0.02% 353

Other funds holding PSMM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 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

WealthPlan Investment Management's PSMM Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q1 2022: 16,866 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #353 among its holdings.

12 funds tracked by Wall St. Rank hold PSMM as of Q1 2022.

  • WealthPlan Investment Management held 16,866 shares of Invesco Moderately Conservative Multi-Asset Allocation ETF worth $240K as of Q1 2022.
  • Invesco Moderately Conservative Multi-Asset Allocation ETF was a new WealthPlan Investment Management position in Q1 2022.
  • Invesco Moderately Conservative Multi-Asset Allocation ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2022, its #353 holding.
  • 12 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.