Atticus Wealth Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Atticus Wealth 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
2024 Q1	–	Sell	-30	Closed	-$1.87K	–	576
2023 Q4	$1.87K	Hold	30	–	–	﹤0.01%	487
2023 Q3	$1.55K	Hold	30	–	–	﹤0.01%	519
2023 Q2	$1.59K	Hold	30	–	–	﹤0.01%	513
2023 Q1	$1.53K	Hold	30	–	–	﹤0.01%	484
2022 Q4	$1.43K	Hold	30	–	–	﹤0.01%	479
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	550
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	584
2022 Q1	$2K	Buy	+30	New	+$2.03K	﹤0.01%	532

Other funds holding PSP

BCMIO

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

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

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

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atticus Wealth Management's PSP Position: Q1 2024 in Review

Atticus Wealth Management sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2024, closing a stake of 30 shares — an estimated $1.87K sold.

Atticus Wealth Management first reported a position in PSP in Q1 2022 and held it in 8 quarters. The position peaked at $2K in Q1 2022. 84 funds tracked by Wall St. Rank hold PSP as of Q1 2024.

Atticus Wealth Management reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2024 after selling out during the quarter.
Atticus Wealth Management sold 30 Invesco Global Listed Private Equity ETF shares in Q1 2024, an estimated $1.87K.
Atticus Wealth Management first reported a position in Invesco Global Listed Private Equity ETF in Q1 2022 and held it in 8 quarters.
Atticus Wealth Management's Invesco Global Listed Private Equity ETF position peaked at $2K in Q1 2022.
84 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.