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

BerganKDV 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
2023
Q1 		– Sell
-24
Closed -$1.13K – 1106
2022
Q4 		$1.13K Buy
+24
New +$1.13K ﹤0.01% 870

Other funds holding PSP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BerganKDV Wealth Management's PSP Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2023, closing a stake of 24 shares — an estimated $1.13K sold.

BerganKDV Wealth Management first reported a position in PSP in Q4 2022 and held it in 1 quarter. The position peaked at $1.13K in Q4 2022. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 24 Invesco Global Listed Private Equity ETF shares in Q1 2023, an estimated $1.13K.
  • BerganKDV Wealth Management first reported a position in Invesco Global Listed Private Equity ETF in Q4 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco Global Listed Private Equity ETF position peaked at $1.13K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.