Ceros Financial Services’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Ceros Financial Services’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 Q1	$241K	Buy	+4,215	New	+$234K	0.08%	97

Other funds holding PSP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Ceros Financial Services's PSP Position: Q1 2019 in Review

Ceros Financial Services opened a new position in Invesco Global Listed Private Equity ETF (PSP) in Q1 2019: 4,215 shares worth $241K. The stake represents 0.08% of the portfolio and ranks #97 among its holdings.

80 funds tracked by Wall St. Rank hold PSP as of Q1 2019.

Ceros Financial Services held 4,215 shares of Invesco Global Listed Private Equity ETF worth $241K as of Q1 2019.
Invesco Global Listed Private Equity ETF was a new Ceros Financial Services position in Q1 2019.
Invesco Global Listed Private Equity ETF made up 0.08% of Ceros Financial Services's portfolio in Q1 2019, its #97 holding.
80 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2019.

Based on Ceros Financial Services's 13F filing for Q1 2019, filed 3 May 2019.