American Financial Network Advisory Services’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

American Financial Network Advisory Services’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
2019 Q3	–	Sell	-5,938	Closed	-$351K	–	130
2019 Q2	$351K	Sell	5,938 -158	-3%	-$9.35K	0.28%	99
2019 Q1	$347K	Sell	6,096 -176	-3%	-$9.77K	0.26%	101
2018 Q4	$314K	Sell	6,272 -2,765	-31%	-$151K	0.22%	118
2018 Q3	$556K	Buy	9,037 +9,034	+301,133%	+$563K	0.29%	100
2018 Q2	$574	Buy	+3	New	+$183	0.31%	95
2018 Q1	–	Sell	-27,399	Closed	-$1.71M	–	473
2017 Q4	$1.71M	Buy	27,399 +3,032	+12%	+$191K	0.72%	36
2017 Q3	$1.54M	Buy	+24,367	New	+$1.54M	0.66%	41

Other funds holding PSP

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

American Financial Network Advisory Services's PSP Position: Q3 2019 in Review

American Financial Network Advisory Services sold out of Invesco Global Listed Private Equity ETF (PSP) in Q3 2019, closing a stake of 5,938 shares — an estimated $351K sold.

American Financial Network Advisory Services first reported a position in PSP in Q3 2017 and held it in 7 quarters. The position peaked at $1.71M in Q4 2017. 81 funds tracked by Wall St. Rank hold PSP as of Q3 2019.

American Financial Network Advisory Services reported no remaining Invesco Global Listed Private Equity ETF position as of Q3 2019 after selling out during the quarter.
American Financial Network Advisory Services sold 5,938 Invesco Global Listed Private Equity ETF shares in Q3 2019, an estimated $351K.
American Financial Network Advisory Services first reported a position in Invesco Global Listed Private Equity ETF in Q3 2017 and held it in 7 quarters.
American Financial Network Advisory Services's Invesco Global Listed Private Equity ETF position peaked at $1.71M in Q4 2017.
81 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.