GM
PSMG

GeoWealth Management’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

GeoWealth Management’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
2022
Q2 		– Sell
-90,313
Closed -$1.65M – 417
2022
Q1 		$1.65M Buy
+90,313
New +$1.65M 0.15% 111

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
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 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
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

GeoWealth Management's PSMG Position: Q2 2022 in Review

GeoWealth Management sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2022, closing a stake of 90,313 shares — an estimated $1.65M sold.

GeoWealth Management first reported a position in PSMG in Q1 2022 and held it in 1 quarter. The position peaked at $1.65M in Q1 2022. 14 funds tracked by Wall St. Rank hold PSMG as of Q2 2022.

  • GeoWealth Management reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • GeoWealth Management sold 90,313 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2022, an estimated $1.65M.
  • GeoWealth Management first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q1 2022 and held it in 1 quarter.
  • GeoWealth Management's Invesco Growth Multi-Asset Allocation ETF position peaked at $1.65M in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2022.

Based on GeoWealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.