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

CEDRUS’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
Q3 		$769K Buy
+11,272
New +$722K 0.28% 72

Other funds holding PSP

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $259M AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CEDRUS's PSP Position: Q3 2024 in Review

CEDRUS opened a new position in Invesco Global Listed Private Equity ETF (PSP) in Q3 2024: 11,272 shares worth $769K. The stake represents 0.28% of the portfolio and ranks #72 among its holdings.

85 funds tracked by Wall St. Rank hold PSP as of Q3 2024.

  • CEDRUS held 11,272 shares of Invesco Global Listed Private Equity ETF worth $769K as of Q3 2024.
  • Invesco Global Listed Private Equity ETF was a new CEDRUS position in Q3 2024.
  • Invesco Global Listed Private Equity ETF made up 0.28% of CEDRUS's portfolio in Q3 2024, its #72 holding.
  • 85 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.