IWC
PSMG

Integrated Wealth Concepts’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Integrated Wealth Concepts’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
2023
Q2 		– Sell
-12,925
Closed -$215K – 1601
2023
Q1 		$215K Buy
+12,925
New +$216K ﹤0.01% 1198

Other funds holding PSMG

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Integrated Wealth Concepts's PSMG Position: Q2 2023 in Review

Integrated Wealth Concepts sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2023, closing a stake of 12,925 shares — an estimated $215K sold.

Integrated Wealth Concepts first reported a position in PSMG in Q1 2023 and held it in 1 quarter. The position peaked at $215K in Q1 2023. 2 funds tracked by Wall St. Rank hold PSMG as of Q2 2023.

  • Integrated Wealth Concepts reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 12,925 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2023, an estimated $215K.
  • Integrated Wealth Concepts first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
  • Integrated Wealth Concepts's Invesco Growth Multi-Asset Allocation ETF position peaked at $215K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2023.

Based on Integrated Wealth Concepts's 13F filing for Q2 2023, filed 15 Aug 2023.