HFA
PSMG

Hoover Financial Advisors’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Hoover Financial Advisors’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
2021
Q2 		$21K Buy
1,134
+102
+10% +$1.83K ﹤0.01% 392
2021
Q1 		$18K Buy
+1,032
New +$17.5K ﹤0.01% 372

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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Hoover Financial Advisors's PSMG Position: Q2 2021 in Review

Hoover Financial Advisors increased its Invesco Growth Multi-Asset Allocation ETF (PSMG) stake by 9.9% in Q2 2021, buying an estimated $1.83K and bringing the position to 1,134 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Hoover Financial Advisors first reported a position in PSMG in Q1 2021 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold PSMG as of Q2 2021.

  • Hoover Financial Advisors held 1,134 shares of Invesco Growth Multi-Asset Allocation ETF worth $21K as of Q2 2021.
  • Hoover Financial Advisors bought 102 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2021, an estimated $1.83K.
  • Invesco Growth Multi-Asset Allocation ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #392 holding.
  • Hoover Financial Advisors first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q1 2021 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.