Global Retirement Partners’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Global Retirement Partners’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	-992	Closed	-$16.2K	–	3370
2022 Q4	$16.2K	Buy	992 +126	+15%	+$2.04K	﹤0.01%	1564
2022 Q3	$14K	Buy	866 +106	+14%	+$1.76K	﹤0.01%	1559
2022 Q2	$12K	Buy	760 +147	+24%	+$2.52K	﹤0.01%	1574
2022 Q1	$10K	Buy	+613	New	+$11.2K	﹤0.01%	1641
2021 Q4	–	Sell	-261	Closed	-$5K	–	1955
2021 Q3	$5K	Buy	261 +160	+158%	+$2.95K	﹤0.01%	1653
2021 Q2	$2K	Buy	+101	New	+$1.81K	﹤0.01%	1769

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

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

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

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

Global Retirement Partners's PSMG Position: Q1 2023 in Review

Global Retirement Partners sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q1 2023, closing a stake of 992 shares — an estimated $16.2K sold.

Global Retirement Partners first reported a position in PSMG in Q2 2021 and held it in 6 quarters. The position peaked at $16.2K in Q4 2022. 17 funds tracked by Wall St. Rank hold PSMG as of Q1 2023.

Global Retirement Partners reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 992 Invesco Growth Multi-Asset Allocation ETF shares in Q1 2023, an estimated $16.2K.
Global Retirement Partners first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q2 2021 and held it in 6 quarters.
Global Retirement Partners's Invesco Growth Multi-Asset Allocation ETF position peaked at $16.2K in Q4 2022.
17 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.