V Wealth Advisors’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

V Wealth Advisors’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 Q1	–	Sell	-70,648	Closed	-$1.15M	–	403
2022 Q4	$1.15M	Buy	70,648 +40,131	+132%	+$648K	0.24%	98
2022 Q3	$462K	Buy	+30,517	New	+$506K	0.09%	215

Other funds holding PSMG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

V Wealth Advisors's PSMG Position: Q1 2023 in Review

V Wealth Advisors sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q1 2023, closing a stake of 70,648 shares — an estimated $1.15M sold.

V Wealth Advisors first reported a position in PSMG in Q3 2022 and held it in 2 quarters. The position peaked at $1.15M in Q4 2022. 17 funds tracked by Wall St. Rank hold PSMG as of Q1 2023.

V Wealth Advisors reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
V Wealth Advisors sold 70,648 Invesco Growth Multi-Asset Allocation ETF shares in Q1 2023, an estimated $1.15M.
V Wealth Advisors first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q3 2022 and held it in 2 quarters.
V Wealth Advisors's Invesco Growth Multi-Asset Allocation ETF position peaked at $1.15M in Q4 2022.
17 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q1 2023.

Based on V Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.