HFS
PSMG

Horizon Financial Services’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Horizon Financial Services’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 		– Sell
-251
Closed -$4K – 170
2021
Q1 		$4K Hold
251
– – ﹤0.01% 87
2020
Q4 		$4K Sell
251
-414
-62% -$6.32K ﹤0.01% 77
2020
Q3 		$9K Buy
+665
New +$9.45K 0.01% 59

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
HFA
Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 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

Horizon Financial Services's PSMG Position: Q2 2021 in Review

Horizon Financial Services sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2021, closing a stake of 251 shares — an estimated $4K sold.

Horizon Financial Services first reported a position in PSMG in Q3 2020 and held it in 3 quarters. The position peaked at $9K in Q3 2020. 12 funds tracked by Wall St. Rank hold PSMG as of Q2 2021.

  • Horizon Financial Services reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • Horizon Financial Services sold 251 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2021, an estimated $4K.
  • Horizon Financial Services first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q3 2020 and held it in 3 quarters.
  • Horizon Financial Services's Invesco Growth Multi-Asset Allocation ETF position peaked at $9K in Q3 2020.
  • 12 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2021.

Based on Horizon Financial Services's 13F filing for Q2 2021, filed 22 Jul 2021.