WA
PSMC

Win Advisors’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Win Advisors’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
2022
Q2 		– Sell
-204,512
Closed -$2.7M – 223
2022
Q1 		$2.7M Buy
+204,512
New +$2.74M 0.71% 28

Other funds holding PSMC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Win Advisors's PSMC Position: Q2 2022 in Review

Win Advisors sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2022, closing a stake of 204,512 shares — an estimated $2.7M sold.

Win Advisors first reported a position in PSMC in Q1 2022 and held it in 1 quarter. The position peaked at $2.7M in Q1 2022. 14 funds tracked by Wall St. Rank hold PSMC as of Q2 2022.

  • Win Advisors reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Win Advisors sold 204,512 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2022, an estimated $2.7M.
  • Win Advisors first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q1 2022 and held it in 1 quarter.
  • Win Advisors's Invesco Conservative Multi-Asset Allocation ETF position peaked at $2.7M in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.