CG
PSMG

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

Colony 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
2021
Q4 		– Sell
-12,930
Closed -$722K – 867
2021
Q3 		$722K Buy
+12,930
New +$238K 0.01% 490

Other funds holding PSMG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Colony Group's PSMG Position: Q4 2021 in Review

Colony Group sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q4 2021, closing a stake of 12,930 shares — an estimated $722K sold.

Colony Group first reported a position in PSMG in Q3 2021 and held it in 1 quarter. The position peaked at $722K in Q3 2021. 7 funds tracked by Wall St. Rank hold PSMG as of Q4 2021.

  • Colony Group reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Colony Group sold 12,930 Invesco Growth Multi-Asset Allocation ETF shares in Q4 2021, an estimated $722K.
  • Colony Group first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q3 2021 and held it in 1 quarter.
  • Colony Group's Invesco Growth Multi-Asset Allocation ETF position peaked at $722K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q4 2021.

Based on Colony Group's 13F filing for Q4 2021, filed 15 Feb 2022.