IFAM
PSMG

Institutional & Family Asset Management’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Institutional & Family Asset Management’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
2018
Q2 		– Sell
-16
Closed – – 891
2018
Q1 		$0 Buy
+16
New +$223 ﹤0.01% 856

Other funds holding PSMG

AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Institutional & Family Asset Management's PSMG Position: Q2 2018 in Review

Institutional & Family Asset Management sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2018, closing a stake of 16 shares.

Institutional & Family Asset Management first reported a position in PSMG in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 2 funds tracked by Wall St. Rank hold PSMG as of Q2 2018.

  • Institutional & Family Asset Management reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 16 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2018.
  • Institutional & Family Asset Management first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q1 2018 and held it in 1 quarter.
  • Institutional & Family Asset Management's Invesco Growth Multi-Asset Allocation ETF position peaked at $0 in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2018.

Based on Institutional & Family Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.