Key Financial Inc’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Key Financial Inc’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	-1,068	Closed	-$17.8K	–	1393
2023 Q1	$17.8K	Buy	+1,068	New	+$17.9K	0.01%	568

Other funds holding PSMG

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Key Financial Inc's PSMG Position: Q2 2023 in Review

Key Financial Inc sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2023, closing a stake of 1,068 shares — an estimated $17.8K sold.

Key Financial Inc first reported a position in PSMG in Q1 2023 and held it in 1 quarter. The position peaked at $17.8K in Q1 2023. 2 funds tracked by Wall St. Rank hold PSMG as of Q2 2023.

Key Financial Inc reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Key Financial Inc sold 1,068 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2023, an estimated $17.8K.
Key Financial Inc first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q1 2023 and held it in 1 quarter.
Key Financial Inc's Invesco Growth Multi-Asset Allocation ETF position peaked at $17.8K in Q1 2023.
2 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2023.

Based on Key Financial Inc's 13F filing for Q2 2023, filed 28 Jul 2023.