AG
PSMG

Advisor Group’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Advisor Group’s Portfolio PSMG Stock Details PSMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$72K Buy
4,794
+2,143
+81% +$31.7K ﹤0.01% 3181
2019
Q3 		$39K Sell
2,651
-417
-14% -$6.04K ﹤0.01% 3564
2019
Q2 		$44K Buy
3,068
+140
+5% +$2K ﹤0.01% 3467
2019
Q1 		$41K Buy
2,928
+511
+21% +$7.01K ﹤0.01% 3522
2018
Q4 		$31K Buy
2,417
+1,728
+251% +$23.3K ﹤0.01% 3518
2018
Q3 		$10K Buy
689
+87
+14% +$1.24K ﹤0.01% 4297
2018
Q2 		$8K Buy
+602
New +$8.36K ﹤0.01% 4199

Other funds holding PSMG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisor Group's PSMG Position: Q4 2019 in Review

Advisor Group increased its Invesco Growth Multi-Asset Allocation ETF (PSMG) stake by 81% in Q4 2019, buying an estimated $31.7K and bringing the position to 4,794 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #3181.

Advisor Group first reported a position in PSMG in Q2 2018 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold PSMG as of Q4 2019.

  • Advisor Group held 4,794 shares of Invesco Growth Multi-Asset Allocation ETF worth $72K as of Q4 2019.
  • Advisor Group bought 2,143 Invesco Growth Multi-Asset Allocation ETF shares in Q4 2019, an estimated $31.7K.
  • Invesco Growth Multi-Asset Allocation ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3181 holding.
  • Advisor Group first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q2 2018 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.