Wealthcare Advisory Partners’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History

Wealthcare Advisory Partners’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
2019 Q4	–	Sell	-160	Closed	-$2K	–	1451
2019 Q3	$2K	Hold	160	–	–	﹤0.01%	1252
2019 Q2	$2K	Buy	+160	New	+$2.28K	﹤0.01%	1216

Other funds holding PSMG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWM

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthcare Advisory Partners's PSMG Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of Invesco Growth Multi-Asset Allocation ETF (PSMG) in Q4 2019, closing a stake of 160 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in PSMG in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 9 funds tracked by Wall St. Rank hold PSMG as of Q4 2019.

Wealthcare Advisory Partners reported no remaining Invesco Growth Multi-Asset Allocation ETF position as of Q4 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 160 Invesco Growth Multi-Asset Allocation ETF shares in Q4 2019, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Invesco Growth Multi-Asset Allocation ETF in Q2 2019 and held it in 2 quarters.
Wealthcare Advisory Partners's Invesco Growth Multi-Asset Allocation ETF position peaked at $2K in Q3 2019.
9 funds tracked by Wall St. Rank held Invesco Growth Multi-Asset Allocation ETF as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.