Advisornet Financial’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Advisornet Financial’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
2022 Q2	–	Sell	-263	Closed	-$17K	–	2085
2022 Q1	$17K	Buy	263 +50	+23%	+$3.39K	﹤0.01%	1303
2021 Q4	$16K	Buy	213 +200	+1,538%	+$15.8K	﹤0.01%	1355
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	1833
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	1760
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	1711
2020 Q4	$1K	Sell	13 -771	-98%	-$46.9K	﹤0.01%	1619
2020 Q3	$43K	Sell	784 -740	-49%	-$40.5K	﹤0.01%	894
2020 Q2	$79K	Hold	1,524	–	–	0.01%	741
2020 Q1	$62K	Hold	1,524	–	–	0.01%	736
2019 Q4	$97K	Sell	1,524 -387	-20%	-$23.8K	0.01%	687
2019 Q3	$113K	Buy	1,911 +15	+0.8%	+$894	0.01%	641
2019 Q2	$113K	Sell	1,896 -47	-2%	-$2.78K	0.01%	573
2019 Q1	$111K	Sell	1,943 -2,180	-53%	-$121K	0.01%	532
2018 Q4	$206K	Sell	4,123 -537	-12%	-$29.4K	0.03%	396
2018 Q3	$287K	Buy	4,660 +412	+10%	+$25.7K	0.04%	354
2018 Q2	$254K	Sell	4,248 -2,001	-32%	-$122K	0.03%	351
2018 Q1	$376K	Buy	6,249 +1,905	+44%	+$121K	0.05%	276
2017 Q4	$270K	Buy	+4,344	New	+$274K	0.04%	303

Other funds holding PSP

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

LFASL

Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Advisornet Financial's PSP Position: Q2 2022 in Review

Advisornet Financial sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2022, closing a stake of 263 shares — an estimated $17K sold.

Advisornet Financial first reported a position in PSP in Q4 2017 and held it in 18 quarters. The position peaked at $376K in Q1 2018. 88 funds tracked by Wall St. Rank hold PSP as of Q2 2022.

Advisornet Financial reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 263 Invesco Global Listed Private Equity ETF shares in Q2 2022, an estimated $17K.
Advisornet Financial first reported a position in Invesco Global Listed Private Equity ETF in Q4 2017 and held it in 18 quarters.
Advisornet Financial's Invesco Global Listed Private Equity ETF position peaked at $376K in Q1 2018.
88 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.