WA
PSMG

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

Waverly 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
-18,533
Closed -$302K – 314
2022
Q4 		$302K Buy
+18,533
New +$299K 0.02% 221

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
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
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
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

Waverly Advisors's PSMG Position: Q1 2023 in Review

Waverly Advisors sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q1 2023, closing a stake of 18,533 shares — an estimated $302K sold.

Waverly Advisors first reported a position in PSMG in Q4 2022 and held it in 1 quarter. The position peaked at $302K in Q4 2022. 17 funds tracked by Wall St. Rank hold PSMG as of Q1 2023.

  • Waverly Advisors reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Waverly Advisors sold 18,533 Invesco Growth Multi-Asset Allocation ETF shares in Q1 2023, an estimated $302K.
  • Waverly Advisors first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Waverly Advisors's Invesco Growth Multi-Asset Allocation ETF position peaked at $302K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q1 2023.

Based on Waverly Advisors's 13F filing for Q1 2023, filed 16 May 2023.