Mascoma Wealth Management’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Mascoma Wealth Management’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	-27	Closed	-$452	–	601
2023 Q1	$452	Buy	27 +12	+80%	+$201	﹤0.01%	578
2022 Q4	$241	Buy	15 +12	+400%	+$194	﹤0.01%	612
2022 Q3	$0	Buy	+3	New	+$50	﹤0.01%	639

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

Mascoma Wealth Management's PSMG Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2023, closing a stake of 27 shares — an estimated $452 sold.

Mascoma Wealth Management first reported a position in PSMG in Q3 2022 and held it in 3 quarters. The position peaked at $452 in Q1 2023. 2 funds tracked by Wall St. Rank hold PSMG as of Q2 2023.

Mascoma Wealth Management reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 27 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2023, an estimated $452.
Mascoma Wealth Management first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q3 2022 and held it in 3 quarters.
Mascoma Wealth Management's Invesco Growth Multi-Asset Allocation ETF position peaked at $452 in Q1 2023.
2 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.