LWAC
PSMG

Laurel Wealth Advisors (California)’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$228K Buy
+14,007
New +$226K 0.02% 593

Other funds holding PSMG

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PSMG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q4 2022: 14,007 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #593 among its holdings.

21 funds tracked by Wall St. Rank hold PSMG as of Q4 2022.

  • Laurel Wealth Advisors (California) held 14,007 shares of Invesco Growth Multi-Asset Allocation ETF worth $228K as of Q4 2022.
  • Invesco Growth Multi-Asset Allocation ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Invesco Growth Multi-Asset Allocation ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #593 holding.
  • 21 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.