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PSMC
Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC
Delisted
PSMC was delisted on the 23rd of June, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
BFG
1
Barber Financial Group
Lenexa,
Kansas
| $8.69M | +$8.55M | +676,519 | New |
|
| 2 |
2
Creative Planning
Overland Park,
Kansas
| $580K | +$570K | +45,159 | New |
|
| 3 |
AF
3
Advisornet Financial
Minnetonka,
Minnesota
| $5K | +$5.05K | +400 | New |
|
| 4 |
AWM
4
AE Wealth Management
Topeka,
Kansas
| – | -$234K | -19,267 | Closed |
|
| 5 |
SS
5
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$234K | -19,267 | Closed |
|
| 6 |
MOS
6
MGO One Seven
Beachwood,
Ohio
| – | -$6K | -500 | Closed |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| – | -$4.21K | -333 | -95% |
|