22CM
PSP icon

20/20 Capital Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

20/20 Capital Management’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
Q4 		– Sell
-2,298
Closed -$125K – 172
2020
Q3 		$125K Hold
2,298
– – 0.05% 143
2020
Q2 		$128K Buy
+2,298
New +$109K 0.05% 138

Other funds holding PSP

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
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
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
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

20/20 Capital Management's PSP Position: Q4 2020 in Review

20/20 Capital Management sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2020, closing a stake of 2,298 shares — an estimated $125K sold.

20/20 Capital Management first reported a position in PSP in Q2 2020 and held it in 2 quarters. The position peaked at $128K in Q2 2020. 79 funds tracked by Wall St. Rank hold PSP as of Q4 2020.

  • 20/20 Capital Management reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2020 after selling out during the quarter.
  • 20/20 Capital Management sold 2,298 Invesco Global Listed Private Equity ETF shares in Q4 2020, an estimated $125K.
  • 20/20 Capital Management first reported a position in Invesco Global Listed Private Equity ETF in Q2 2020 and held it in 2 quarters.
  • 20/20 Capital Management's Invesco Global Listed Private Equity ETF position peaked at $128K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2020.

Based on 20/20 Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.