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PSMM

WealthPLAN Partners’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

WealthPLAN Partners’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 Hold
16,866
– – 0.02% 353
2021
Q4 		$259K Buy
16,866
+907
+6% +$14.3K 0.02% 340
2021
Q3 		$253K Buy
+15,959
New +$249K 0.02% 336

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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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 Partners's PSMM Position: Q1 2022 in Review

WealthPLAN Partners held its Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) position steady in Q1 2022 at 16,866 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #353.

WealthPLAN Partners first reported a position in PSMM in Q3 2021 and has held it in 3 quarters since. The position peaked at $259K in Q4 2021. 12 funds tracked by Wall St. Rank hold PSMM as of Q1 2022.

  • WealthPLAN Partners held 16,866 shares of Invesco Moderately Conservative Multi-Asset Allocation ETF worth $240K as of Q1 2022.
  • WealthPLAN Partners left its Invesco Moderately Conservative Multi-Asset Allocation ETF share count unchanged in Q1 2022.
  • Invesco Moderately Conservative Multi-Asset Allocation ETF made up 0.02% of WealthPLAN Partners's portfolio in Q1 2022, its #353 holding.
  • WealthPLAN Partners first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q3 2021 and has held it in 3 quarters since.
  • WealthPLAN Partners's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $259K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q1 2022.

Based on WealthPLAN Partners's 13F filing for Q1 2022, filed 3 May 2022.