Wells Fargo’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Wells Fargo’s Portfolio PSMC Stock Details PSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Hold	0	–	–	–	7659
2022 Q2	–	Sell	-1	Closed	-$13	–	7827
2022 Q1	$0	Sell	1 -2	-67%	-$27	﹤0.01%	8154
2021 Q4	$0	Buy	3 +1	+50%	+$14	﹤0.01%	8081
2021 Q3	$0	Buy	2 +1	+100%	+$14	﹤0.01%	7757
2021 Q2	$0	Hold	1	–	–	﹤0.01%	7688
2021 Q1	$0	Hold	1	–	–	﹤0.01%	7598
2020 Q4	$0	Hold	1	–	–	﹤0.01%	7240
2020 Q3	$0	Hold	1	–	–	﹤0.01%	7128
2020 Q2	$0	Hold	1	–	–	﹤0.01%	7024
2020 Q1	$0	Hold	1	–	–	﹤0.01%	7026
2019 Q4	$0	Hold	1	–	–	﹤0.01%	6858
2019 Q3	$0	Hold	1	–	–	﹤0.01%	6841
2019 Q2	$0	Buy	+1	New	+$13	﹤0.01%	6707

Other funds holding PSMC

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Wells Fargo's PSMC Position: Q1 2023 in Review

Wells Fargo held its Invesco Conservative Multi-Asset Allocation ETF (PSMC) position steady in Q1 2023 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #7659.

Wells Fargo first reported a position in PSMC in Q2 2019 and has held it in 12 quarters since. The position peaked at $0 in Q1 2022. 13 funds tracked by Wall St. Rank hold PSMC as of Q1 2023.

Wells Fargo held 0 shares of Invesco Conservative Multi-Asset Allocation ETF worth $1 as of Q1 2023.
Wells Fargo left its Invesco Conservative Multi-Asset Allocation ETF share count unchanged in Q1 2023.
Invesco Conservative Multi-Asset Allocation ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2023, its #7659 holding.
Wells Fargo first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q2 2019 and has held it in 12 quarters since.
Wells Fargo's Invesco Conservative Multi-Asset Allocation ETF position peaked at $0 in Q1 2022.
13 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q1 2023.

Based on Wells Fargo's 13F filing for Q1 2023, filed 12 May 2023.