LTFS
PSMG

Ladenburg Thalmann Financial Services’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$7K Hold
465
– – ﹤0.01% 4663
2019
Q3 		$7K Hold
465
– – ﹤0.01% 4568
2019
Q2 		$7K Hold
465
– – ﹤0.01% 4602
2019
Q1 		$7K Hold
465
– – ﹤0.01% 4556
2018
Q4 		$6K Hold
465
– – ﹤0.01% 4537
2018
Q3 		$7K Hold
465
– – ﹤0.01% 4474
2018
Q2 		$6K Hold
465
– – ﹤0.01% 4538
2018
Q1 		$6K Hold
465
– – ﹤0.01% 4538
2017
Q4 		$6K Buy
+465
New +$6.36K ﹤0.01% 4466

Other funds holding PSMG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Ladenburg Thalmann Financial Services's PSMG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Invesco Growth Multi-Asset Allocation ETF (PSMG) position steady in Q4 2019 at 465 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #4663.

Ladenburg Thalmann Financial Services first reported a position in PSMG in Q4 2017 and has held it in 9 quarters since. 9 funds tracked by Wall St. Rank hold PSMG as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 465 shares of Invesco Growth Multi-Asset Allocation ETF worth $7K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Invesco Growth Multi-Asset Allocation ETF share count unchanged in Q4 2019.
  • Invesco Growth Multi-Asset Allocation ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4663 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q4 2017 and has held it in 9 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.