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Buckingham Strategic Wealth’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-8,638
Closed -$511K – 474
2019
Q3 		$511K Hold
8,638
– – 0.06% 227
2019
Q2 		$516K Sell
8,638
-9,256
-52% -$548K 0.06% 241
2019
Q1 		$1.02M Buy
+17,894
New +$993K 0.13% 132

Other funds holding PSP

Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

Buckingham Strategic Wealth's PSP Position: Q4 2019 in Review

Buckingham Strategic Wealth sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2019, closing a stake of 8,638 shares — an estimated $511K sold.

Buckingham Strategic Wealth first reported a position in PSP in Q1 2019 and held it in 3 quarters. The position peaked at $1.02M in Q1 2019. 84 funds tracked by Wall St. Rank hold PSP as of Q4 2019.

  • Buckingham Strategic Wealth reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2019 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 8,638 Invesco Global Listed Private Equity ETF shares in Q4 2019, an estimated $511K.
  • Buckingham Strategic Wealth first reported a position in Invesco Global Listed Private Equity ETF in Q1 2019 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Invesco Global Listed Private Equity ETF position peaked at $1.02M in Q1 2019.
  • 84 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2019, filed 4 Feb 2020.