Private Advisor Group’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Private Advisor Group’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	-14,503	Closed	-$242K	–	2109
2023 Q1	$242K	Buy	14,503 +1,012	+8%	+$16.9K	﹤0.01%	1690
2022 Q4	$220	Buy	13,491 +805	+6%	+$13K	﹤0.01%	1508
2022 Q3	$192K	Sell	12,686 -975	-7%	-$16.2K	﹤0.01%	1689
2022 Q2	$220K	Buy	13,661 +26	+0.2%	+$447	﹤0.01%	1795
2022 Q1	$250K	Buy	+13,635	New	+$249K	﹤0.01%	1778
2020 Q3	–	Sell	-530	Closed	-$7K	–	3674
2020 Q2	$7K	Buy	+530	New	+$6.91K	﹤0.01%	3117

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

Private Advisor Group's PSMG Position: Q2 2023 in Review

Private Advisor Group sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2023, closing a stake of 14,503 shares — an estimated $242K sold.

Private Advisor Group first reported a position in PSMG in Q2 2020 and held it in 6 quarters. The position peaked at $250K in Q1 2022. 2 funds tracked by Wall St. Rank hold PSMG as of Q2 2023.

Private Advisor Group reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Private Advisor Group sold 14,503 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2023, an estimated $242K.
Private Advisor Group first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q2 2020 and held it in 6 quarters.
Private Advisor Group's Invesco Growth Multi-Asset Allocation ETF position peaked at $250K in Q1 2022.
2 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2023.

Based on Private Advisor Group's 13F filing for Q2 2023, filed 10 Aug 2023.