Morgan Stanley
PSMG

Morgan Stanley’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Morgan Stanley’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
2020
Q3 		– Sell
-2,000
Closed -$27K – 6877
2020
Q2 		$27K Hold
2,000
– – ﹤0.01% 5922
2020
Q1 		$24K Hold
2,000
– – ﹤0.01% 5748
2019
Q4 		$30K Hold
2,000
– – ﹤0.01% 6001
2019
Q3 		$29K Buy
+2,000
New +$29K ﹤0.01% 5907

Other funds holding PSMG

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Morgan Stanley's PSMG Position: Q3 2020 in Review

Morgan Stanley sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q3 2020, closing a stake of 2,000 shares — an estimated $27K sold.

Morgan Stanley first reported a position in PSMG in Q3 2019 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 11 funds tracked by Wall St. Rank hold PSMG as of Q3 2020.

  • Morgan Stanley reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Morgan Stanley sold 2,000 Invesco Growth Multi-Asset Allocation ETF shares in Q3 2020, an estimated $27K.
  • Morgan Stanley first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q3 2019 and held it in 4 quarters.
  • Morgan Stanley's Invesco Growth Multi-Asset Allocation ETF position peaked at $30K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q3 2020.

Based on Morgan Stanley's 13F filing for Q3 2020, filed 13 Nov 2020.