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

HF Advisory 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
2023 Q2	–	Sell	-25,074	Closed	-$418K	–	141
2023 Q1	$418K	Buy	25,074 +1,776	+8%	+$29.7K	0.37%	87
2022 Q4	$380K	Buy	+23,298	New	+$376K	0.38%	87

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

HF Advisory Group's PSMG Position: Q2 2023 in Review

HF Advisory Group sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2023, closing a stake of 25,074 shares — an estimated $418K sold.

HF Advisory Group first reported a position in PSMG in Q4 2022 and held it in 2 quarters. The position peaked at $418K in Q1 2023. 2 funds tracked by Wall St. Rank hold PSMG as of Q2 2023.

HF Advisory Group reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
HF Advisory Group sold 25,074 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2023, an estimated $418K.
HF Advisory Group first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q4 2022 and held it in 2 quarters.
HF Advisory Group's Invesco Growth Multi-Asset Allocation ETF position peaked at $418K in Q1 2023.
2 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2023.

Based on HF Advisory Group's 13F filing for Q2 2023, filed 20 Jul 2023.