Ameritas Investment Company’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Ameritas Investment Company’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
2021 Q3	$2.4M	Buy	32,107 +3,723	+13%	+$296K	0.11%	148
2021 Q2	$2.17M	Buy	28,384 +19,441	+217%	+$1.51M	0.1%	164
2021 Q1	$649K	Buy	+8,943	New	+$636K	0.06%	295
2020 Q2	–	Sell	-342	Closed	-$13K	–	1279
2020 Q1	$13K	Buy	+342	New	+$19.7K	﹤0.01%	1131
2019 Q4	–	Sell	-342	Closed	-$21K	–	1329
2019 Q3	$21K	Buy	+342	New	+$20.4K	﹤0.01%	909
2019 Q2	–	Sell	-342	Closed	-$20K	–	699
2019 Q1	$20K	Buy	+342	New	+$19K	﹤0.01%	556

Other funds holding PSP

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Ameritas Investment Company's PSP Position: Q3 2021 in Review

Ameritas Investment Company increased its Invesco Global Listed Private Equity ETF (PSP) stake by 13% in Q3 2021, buying an estimated $296K and bringing the position to 32,107 shares worth $2.4M. The position accounts for 0.11% of the portfolio, ranked #148.

Ameritas Investment Company first reported a position in PSP in Q1 2019 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold PSP as of Q3 2021.

Ameritas Investment Company held 32,107 shares of Invesco Global Listed Private Equity ETF worth $2.4M as of Q3 2021.
Ameritas Investment Company bought 3,723 Invesco Global Listed Private Equity ETF shares in Q3 2021, an estimated $296K.
Invesco Global Listed Private Equity ETF made up 0.11% of Ameritas Investment Company's portfolio in Q3 2021, its #148 holding.
Ameritas Investment Company first reported a position in Invesco Global Listed Private Equity ETF in Q1 2019 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.