Harbour Investments’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Harbour Investments’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 Q2	–	Sell	-397	Closed	-$6.61K	–	3144
2023 Q1	$6.61K	Buy	397 +117	+42%	+$1.96K	﹤0.01%	2185
2022 Q4	$4.56K	Buy	280 +230	+460%	+$3.71K	﹤0.01%	2254
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	2699
2022 Q2	$1K	Buy	+50	New	+$859	﹤0.01%	2699
2021 Q4	–	Sell	-610	Closed	-$11K	–	3903
2021 Q3	$11K	Hold	610	–	–	﹤0.01%	2636
2021 Q2	$11K	Hold	610	–	–	﹤0.01%	2697
2021 Q1	$11K	Buy	+610	New	+$10.3K	﹤0.01%	2584

Other funds holding PSMG

GWM

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

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

Harbour Investments's PSMG Position: Q2 2023 in Review

Harbour Investments sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2023, closing a stake of 397 shares — an estimated $6.61K sold.

Harbour Investments first reported a position in PSMG in Q1 2021 and held it in 7 quarters. The position peaked at $11K in Q3 2021. 2 funds tracked by Wall St. Rank hold PSMG as of Q2 2023.

Harbour Investments reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Harbour Investments sold 397 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2023, an estimated $6.61K.
Harbour Investments first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q1 2021 and held it in 7 quarters.
Harbour Investments's Invesco Growth Multi-Asset Allocation ETF position peaked at $11K in Q3 2021.
2 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.