Jeff Yass’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
Q2 | – | Sell |
-10,026
| Closed | -$167K | – | 13600 |
|
|
2023
Q1 | $167K | Buy |
+10,026
| New | +$168K | ﹤0.01% | 10807 |
|
|
2022
Q4 | – | Sell |
-19,210
| Closed | -$291K | – | 14229 |
|
|
2022
Q3 | $291K | Buy |
+19,210
| New | +$318K | ﹤0.01% | 9872 |
|
|
2022
Q2 | – | Sell |
-18,939
| Closed | -$347K | – | 14364 |
|
|
2022
Q1 | $347K | Buy |
+18,939
| New | +$346K | ﹤0.01% | 9909 |
|
|
2021
Q4 | – | Sell |
-14,263
| Closed | -$259K | – | 14213 |
|
|
2021
Q3 | $259K | Buy |
+14,263
| New | +$263K | ﹤0.01% | 10936 |
|
|
2020
Q4 | – | Sell |
-62,014
| Closed | -$879K | – | 11924 |
|
|
2020
Q3 | $879K | Sell |
62,014
-24,348
| -28% | -$346K | ﹤0.01% | 6435 |
|
|
2020
Q2 | $1.17M | Sell |
86,362
-7,732
| -8% | -$101K | ﹤0.01% | 5560 |
|
|
2020
Q1 | $1.12M | Buy |
+94,094
| New | +$1.32M | ﹤0.01% | 5142 |
|
|
2019
Q4 | – | Sell |
-17,632
| Closed | -$256K | – | 10908 |
|
|
2019
Q3 | $256K | Sell |
17,632
-12,907
| -42% | -$187K | ﹤0.01% | 8644 |
|
|
2019
Q2 | $442K | Sell |
30,539
-4,544
| -13% | -$64.8K | ﹤0.01% | 7528 |
|
|
2019
Q1 | $494K | Sell |
35,083
-50,677
| -59% | -$695K | ﹤0.01% | 6309 |
|
|
2018
Q4 | $1.1M | Buy |
85,760
+9,187
| +12% | +$124K | ﹤0.01% | 4503 |
|
|
2018
Q3 | $1.1M | Buy |
+76,573
| New | +$1.09M | ﹤0.01% | 5048 |
|
Other funds holding PSMG
Jeff Yass's PSMG Position: Q2 2023 in Review
Jeff Yass sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2023, closing a stake of 10,026 shares — an estimated $167K sold.
Jeff Yass first reported a position in PSMG in Q3 2018 and held it in 12 quarters. The position peaked at $1.17M in Q2 2020. 2 funds tracked by Wall St. Rank hold PSMG as of Q2 2023.
- Jeff Yass reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
- Jeff Yass sold 10,026 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2023, an estimated $167K.
- Jeff Yass first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q3 2018 and held it in 12 quarters.
- Jeff Yass's Invesco Growth Multi-Asset Allocation ETF position peaked at $1.17M in Q2 2020.
- 2 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2023.
Based on Susquehanna International Group's 13F filing for Q2 2023, filed 11 Aug 2023.