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1834 Investment Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

1834 Investment Advisors’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-700
Closed -$45K – 433
2019
Q4 		$45K Buy
+700
New +$43K 0.01% 282

Other funds holding PSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

1834 Investment Advisors's PSP Position: Q1 2020 in Review

1834 Investment Advisors sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2020, closing a stake of 700 shares — an estimated $45K sold.

1834 Investment Advisors first reported a position in PSP in Q4 2019 and held it in 1 quarter. The position peaked at $45K in Q4 2019. 78 funds tracked by Wall St. Rank hold PSP as of Q1 2020.

  • 1834 Investment Advisors reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2020 after selling out during the quarter.
  • 1834 Investment Advisors sold 700 Invesco Global Listed Private Equity ETF shares in Q1 2020, an estimated $45K.
  • 1834 Investment Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q4 2019 and held it in 1 quarter.
  • 1834 Investment Advisors's Invesco Global Listed Private Equity ETF position peaked at $45K in Q4 2019.
  • 78 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.