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Cambridge Trust’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Cambridge Trust’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
Q2 		– Sell
-547
Closed -$27.7K – 747
2023
Q1 		$27.7K Buy
+547
New +$28.4K ﹤0.01% 507

Other funds holding PSP

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
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Cambridge Trust's PSP Position: Q2 2023 in Review

Cambridge Trust sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2023, closing a stake of 547 shares — an estimated $27.7K sold.

Cambridge Trust first reported a position in PSP in Q1 2023 and held it in 1 quarter. The position peaked at $27.7K in Q1 2023. 85 funds tracked by Wall St. Rank hold PSP as of Q2 2023.

  • Cambridge Trust reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Cambridge Trust sold 547 Invesco Global Listed Private Equity ETF shares in Q2 2023, an estimated $27.7K.
  • Cambridge Trust first reported a position in Invesco Global Listed Private Equity ETF in Q1 2023 and held it in 1 quarter.
  • Cambridge Trust's Invesco Global Listed Private Equity ETF position peaked at $27.7K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.