FWIA
PSMG

Fort Washington Investment Advisors’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Fort Washington Investment 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
2023
Q1 		– Sell
-422,000
Closed -$6.88M – 401
2022
Q4 		$6.88M Buy
+422,000
New +$6.82M 0.05% 208

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
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Fort Washington Investment Advisors's PSMG Position: Q1 2023 in Review

Fort Washington Investment Advisors sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q1 2023, closing a stake of 422,000 shares — an estimated $6.88M sold.

Fort Washington Investment Advisors first reported a position in PSMG in Q4 2022 and held it in 1 quarter. The position peaked at $6.88M in Q4 2022. 17 funds tracked by Wall St. Rank hold PSMG as of Q1 2023.

  • Fort Washington Investment Advisors reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 422,000 Invesco Growth Multi-Asset Allocation ETF shares in Q1 2023, an estimated $6.88M.
  • Fort Washington Investment Advisors first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Fort Washington Investment Advisors's Invesco Growth Multi-Asset Allocation ETF position peaked at $6.88M in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q1 2023.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.