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

Alpha 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
2018
Q2 		– Sell
-4,456
Closed -$268K – 92
2018
Q1 		$268K Sell
4,456
-44
-1% -$2.8K 0.11% 80
2017
Q4 		$280K Buy
+4,500
New +$284K 0.13% 82

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alpha Capital Management's PSP Position: Q2 2018 in Review

Alpha Capital Management sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2018, closing a stake of 4,456 shares — an estimated $268K sold.

Alpha Capital Management first reported a position in PSP in Q4 2017 and held it in 2 quarters. The position peaked at $280K in Q4 2017. 74 funds tracked by Wall St. Rank hold PSP as of Q2 2018.

  • Alpha Capital Management reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2018 after selling out during the quarter.
  • Alpha Capital Management sold 4,456 Invesco Global Listed Private Equity ETF shares in Q2 2018, an estimated $268K.
  • Alpha Capital Management first reported a position in Invesco Global Listed Private Equity ETF in Q4 2017 and held it in 2 quarters.
  • Alpha Capital Management's Invesco Global Listed Private Equity ETF position peaked at $280K in Q4 2017.
  • 74 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2018.

Based on Alpha Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.