AAS
PSMG

Ameritas Advisory Services’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-644
Closed -$10.9K – 2704
2023
Q1 		$10.9K Buy
+644
New +$10.8K ﹤0.01% 1865

Other funds holding PSMG

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ameritas Advisory Services's PSMG Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2023, closing a stake of 644 shares — an estimated $10.9K sold.

Ameritas Advisory Services first reported a position in PSMG in Q1 2023 and held it in 1 quarter. The position peaked at $10.9K in Q1 2023. 2 funds tracked by Wall St. Rank hold PSMG as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 644 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2023, an estimated $10.9K.
  • Ameritas Advisory Services first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Invesco Growth Multi-Asset Allocation ETF position peaked at $10.9K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.