Western Wealth Management’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Western Wealth Management’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
2020 Q4	–	Sell	-77,848	Closed	-$1M	–	507
2020 Q3	$1M	Buy	+77,848	New	+$1.01M	0.16%	141

Other funds holding PSMC

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Western Wealth Management's PSMC Position: Q4 2020 in Review

Western Wealth Management sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q4 2020, closing a stake of 77,848 shares — an estimated $1M sold.

Western Wealth Management first reported a position in PSMC in Q3 2020 and held it in 1 quarter. The position peaked at $1M in Q3 2020. 6 funds tracked by Wall St. Rank hold PSMC as of Q4 2020.

Western Wealth Management reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q4 2020 after selling out during the quarter.
Western Wealth Management sold 77,848 Invesco Conservative Multi-Asset Allocation ETF shares in Q4 2020, an estimated $1M.
Western Wealth Management first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q3 2020 and held it in 1 quarter.
Western Wealth Management's Invesco Conservative Multi-Asset Allocation ETF position peaked at $1M in Q3 2020.
6 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q4 2020.

Based on Western Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.