Thoroughbred Financial Services’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Thoroughbred 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
2023 Q2	–	Sell	-14,385	Closed	-$239K	–	437
2023 Q1	$239K	Hold	14,385	–	–	0.04%	365
2022 Q4	$234K	Sell	14,385 -2,037	-12%	-$32.9K	0.04%	342
2022 Q3	$248K	Sell	16,422 -508	-3%	-$8.42K	0.05%	311
2022 Q2	$273K	Buy	+16,930	New	+$291K	0.05%	299

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

Thoroughbred Financial Services's PSMG Position: Q2 2023 in Review

Thoroughbred Financial Services sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q2 2023, closing a stake of 14,385 shares — an estimated $239K sold.

Thoroughbred Financial Services first reported a position in PSMG in Q2 2022 and held it in 4 quarters. The position peaked at $273K in Q2 2022. 2 funds tracked by Wall St. Rank hold PSMG as of Q2 2023.

Thoroughbred Financial Services reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Thoroughbred Financial Services sold 14,385 Invesco Growth Multi-Asset Allocation ETF shares in Q2 2023, an estimated $239K.
Thoroughbred Financial Services first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q2 2022 and held it in 4 quarters.
Thoroughbred Financial Services's Invesco Growth Multi-Asset Allocation ETF position peaked at $273K in Q2 2022.
2 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q2 2023.

Based on Thoroughbred Financial Services's 13F filing for Q2 2023, filed 3 Aug 2023.