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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-303
Closed -$5.02K 3615
2023
Q2
$5.02K Hold
303
﹤0.01% 2543
2023
Q1
$4.24K Hold
303
﹤0.01% 2636
2022
Q4
$5K Sell
303
-23
-7% -$372 ﹤0.01% 3837
2022
Q3
$7K Hold
326
﹤0.01% 3901
2022
Q2
$7K Hold
326
﹤0.01% 3647
2022
Q1
$7K Buy
326
+7
+2% +$128 ﹤0.01% 3646
2021
Q4
$7K Hold
319
﹤0.01% 2380
2021
Q3
$7K Buy
319
+3
+0.9% +$55 ﹤0.01% 2451
2021
Q2
$5K Buy
316
+3
+1% +$54 ﹤0.01% 2508
2021
Q1
$5K Hold
313
﹤0.01% 2446
2020
Q4
$5K Buy
313
+14
+5% +$214 ﹤0.01% 2352
2020
Q3
$4K Buy
299
+11
+4% +$156 ﹤0.01% 2301
2020
Q2
$3K Buy
288
+3
+1% +$39 ﹤0.01% 2314
2020
Q1
$3K Buy
285
+8
+3% +$113 ﹤0.01% 2290
2019
Q4
$4K Buy
277
+3
+1% +$44 ﹤0.01% 2299
2019
Q3
$3K Buy
+274
New +$3.97K ﹤0.01% 2603

IFP Advisors's PSMG Position: Q3 2023 in Review

IFP Advisors sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q3 2023, closing a stake of 303 shares — an estimated $5.02K sold.

IFP Advisors first reported a position in PSMG in Q3 2019 and held it in 16 quarters. The position peaked at $7K in Q3 2022. 0 funds tracked by Wall St. Rank hold PSMG as of Q3 2023.

  • IFP Advisors reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 303 Invesco Growth Multi-Asset Allocation ETF shares in Q3 2023, an estimated $5.02K.
  • IFP Advisors first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q3 2019 and held it in 16 quarters.
  • IFP Advisors's Invesco Growth Multi-Asset Allocation ETF position peaked at $7K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.