PSMB

$14.79-$0.04 (-0.24%)prev close

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Change$-1.79

Fair-value model

Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.

Years of analysisAssumption entries

Analyst estimates unavailable for this ticker.

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Avg position size

—

of holders' portfolios

13F filers

institutions

Sector

Asset Management - Income

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
PSMBInvesco Balanced Multi-Asset Allocation ETF	$14.79	-0.24%	$26M	—
CLSCCabana Target Leading Sector Conservative ETF	$19.27	-0.16%	$24M	—
CSAVictoryShares US Small Cap Volatility Wtd ETF	$66.16	+1.13%	$24M	—
FOVLiShares Focused Value Factor ETF	$73.39	+0.02%	$25M	—
KNGZFirst Trust S&P 500 Diversified Dividend Aristocrats ETF	$41.54	-1.52%	$63M	—
PSMGInvesco Growth Multi-Asset Allocation ETF	$16.62	+0.06%	$20M	—
PSMMInvesco Moderately Conservative Multi-Asset Allocation ETF	$13.69	+0.03%	$16M	—

Source: Financial Modeling Prep · peers by sector/industry

Fund

The fund seeks to achieve its investment objective by allocating its assets using a balanced investment style that seeks to maximize the benefits of diversification, which focuses on investing portions of fund assets both in underlying ETFs that invest in fixed-income securities ("Fixed Income ETFs") as well as in underlying ETFs that invest primarily in equity securities ("Equity ETFs"). Specifically, the fund's target allocation is to invest approximately 45%-75% of its total assets in Equity ETFs and approximately 25%-55% of its total assets in Fixed Income ETFs.

Expense ratio: 0.33%
Assets: $26M
Holdings: 1
Inception: 2017-02-21
Issuer: Invesco
Domicile: US

Top constituents

top 1 · 100% of the fund

Name	Weight
-CASH-Cash/Receivables/Payables	100.00%

Invesco Balanced Multi-Asset Allocation ETF

This fund aims to meet its investment goals by employing a balanced allocation approach, designed to maximize the advantages of diversification. It achieves this by investing its capital across underlying exchange-traded funds (ETFs) focused on both fixed-income securities (known as "Fixed Income ETFs") and equity securities (labeled "Equity ETFs"). The fund specifically targets an allocation of roughly 45% to 75% of its total assets to Equity ETFs, with approximately 25% to 55% directed towards Fixed Income ETFs.

IPO / List date: Feb 21, 2017
HQ: US

Held by traders on TradeandTell

No one on the platform currently holds PSMB.

Super investors & insiders

Institutions holding (13F)

No tracked institution reports a position in PSMB as of their last filing.

Insider activity (SEC Form 4)

No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

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