Citadel Advisors’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Citadel Advisors’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
2020 Q4	–	Sell	-23,172	Closed	-$329K	–	11717
2020 Q3	$329K	Sell	23,172 -1,669	-7%	-$23.7K	﹤0.01%	7979
2020 Q2	$338K	Buy	24,841 +5,848	+31%	+$76.2K	﹤0.01%	7719
2020 Q1	$225K	Sell	18,993 -1,987	-9%	-$27.9K	﹤0.01%	7823
2019 Q4	$315K	Sell	20,980 -41,808	-67%	-$619K	﹤0.01%	7507
2019 Q3	$913K	Sell	62,788 -11,056	-15%	-$160K	﹤0.01%	5753
2019 Q2	$1.07M	Buy	73,844 +510	+0.7%	+$7.28K	﹤0.01%	5590
2019 Q1	$1.03M	Buy	+73,334	New	+$1.01M	﹤0.01%	5530

Other funds holding PSMG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFS

Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Citadel Advisors's PSMG Position: Q4 2020 in Review

Citadel Advisors sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q4 2020, closing a stake of 23,172 shares — an estimated $329K sold.

Citadel Advisors first reported a position in PSMG in Q1 2019 and held it in 7 quarters. The position peaked at $1.07M in Q2 2019. 9 funds tracked by Wall St. Rank hold PSMG as of Q4 2020.

Citadel Advisors reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q4 2020 after selling out during the quarter.
Citadel Advisors sold 23,172 Invesco Growth Multi-Asset Allocation ETF shares in Q4 2020, an estimated $329K.
Citadel Advisors first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q1 2019 and held it in 7 quarters.
Citadel Advisors's Invesco Growth Multi-Asset Allocation ETF position peaked at $1.07M in Q2 2019.
9 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q4 2020.

Based on Citadel Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.