HF Advisory Group’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

HF Advisory Group’s Portfolio PSMM Stock Details PSMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-45,365	Closed	-$624K	–	140
2023 Q1	$624K	Buy	45,365 +2,168	+5%	+$29.9K	0.55%	62
2022 Q4	$580K	Buy	+43,197	New	+$580K	0.59%	65

Other funds holding PSMM

GWM

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

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

HF Advisory Group sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2023, closing a stake of 45,365 shares — an estimated $624K sold.

HF Advisory Group first reported a position in PSMM in Q4 2022 and held it in 2 quarters. The position peaked at $624K in Q1 2023. 1 fund tracked by Wall St. Rank holds PSMM as of Q2 2023.

HF Advisory Group reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
HF Advisory Group sold 45,365 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $624K.
HF Advisory Group first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q4 2022 and held it in 2 quarters.
HF Advisory Group's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $624K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2023.

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