ODFS
PSMG

O'Donnell Financial Services’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

O'Donnell 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
2022
Q3 		– Sell
-11,705
Closed -$188K – 36
2022
Q2 		$188K Buy
+11,705
New +$201K 0.15% 35

Other funds holding PSMG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

O'Donnell Financial Services's PSMG Position: Q3 2022 in Review

O'Donnell Financial Services sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q3 2022, closing a stake of 11,705 shares — an estimated $188K sold.

O'Donnell Financial Services first reported a position in PSMG in Q2 2022 and held it in 1 quarter. The position peaked at $188K in Q2 2022. 15 funds tracked by Wall St. Rank hold PSMG as of Q3 2022.

  • O'Donnell Financial Services reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • O'Donnell Financial Services sold 11,705 Invesco Growth Multi-Asset Allocation ETF shares in Q3 2022, an estimated $188K.
  • O'Donnell Financial Services first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q2 2022 and held it in 1 quarter.
  • O'Donnell Financial Services's Invesco Growth Multi-Asset Allocation ETF position peaked at $188K in Q2 2022.
  • 15 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q3 2022.

Based on O'Donnell Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.