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.