Bank of America
PSMG

Bank of America’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Bank of America’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
2021
Q3 		– Sell
-151
Closed -$3K – 8530
2021
Q2 		$3K Buy
+151
New +$2.71K ﹤0.01% 7515

Other funds holding PSMG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of America's PSMG Position: Q3 2021 in Review

Bank of America sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q3 2021, closing a stake of 151 shares — an estimated $3K sold.

Bank of America first reported a position in PSMG in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 13 funds tracked by Wall St. Rank hold PSMG as of Q3 2021.

  • Bank of America reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Bank of America sold 151 Invesco Growth Multi-Asset Allocation ETF shares in Q3 2021, an estimated $3K.
  • Bank of America first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q2 2021 and held it in 1 quarter.
  • Bank of America's Invesco Growth Multi-Asset Allocation ETF position peaked at $3K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q3 2021.

Based on Bank of America's 13F filing for Q3 2021, filed 15 Nov 2021.