MFG
PSMC

Merit Financial Group’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Merit Financial Group’s Portfolio PSMC Stock Details PSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,975
Closed -$170K – 773
2023
Q1 		$170K Sell
13,975
-340
-2% -$4.13K 0.01% 594
2022
Q4 		$170K Buy
+14,315
New +$170K 0.01% 633

Other funds holding PSMC

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

Merit Financial Group's PSMC Position: Q2 2023 in Review

Merit Financial Group sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2023, closing a stake of 13,975 shares — an estimated $170K sold.

Merit Financial Group first reported a position in PSMC in Q4 2022 and held it in 2 quarters. The position peaked at $170K in Q1 2023. 2 funds tracked by Wall St. Rank hold PSMC as of Q2 2023.

  • Merit Financial Group reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • Merit Financial Group sold 13,975 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $170K.
  • Merit Financial Group first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q4 2022 and held it in 2 quarters.
  • Merit Financial Group's Invesco Conservative Multi-Asset Allocation ETF position peaked at $170K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2023.

Based on Merit Financial Group's 13F filing for Q2 2023, filed 1 Aug 2023.