Financial Management Professionals’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Financial Management Professionals’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	–	Sell	-33,485	Closed	-$2.05M	–	1020
2024 Q2	$2.05M	Buy	33,485 +24,071	+256%	+$1.55M	0.28%	40
2024 Q1	$621K	Buy	+9,414	New	+$591K	0.09%	79
2017 Q4	–	Sell	-50,604	Closed	-$3.21M	–	252
2017 Q3	$3.21M	Buy	+50,604	New	+$3.19M	1.4%	14

Other funds holding PSP

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Management Professionals's PSP Position: Q3 2024 in Review

Financial Management Professionals sold out of Invesco Global Listed Private Equity ETF (PSP) in Q3 2024, closing a stake of 33,485 shares — an estimated $2.05M sold.

Financial Management Professionals first reported a position in PSP in Q3 2017 and held it in 3 quarters. The position peaked at $3.21M in Q3 2017. 85 funds tracked by Wall St. Rank hold PSP as of Q3 2024.

Financial Management Professionals reported no remaining Invesco Global Listed Private Equity ETF position as of Q3 2024 after selling out during the quarter.
Financial Management Professionals sold 33,485 Invesco Global Listed Private Equity ETF shares in Q3 2024, an estimated $2.05M.
Financial Management Professionals first reported a position in Invesco Global Listed Private Equity ETF in Q3 2017 and held it in 3 quarters.
Financial Management Professionals's Invesco Global Listed Private Equity ETF position peaked at $3.21M in Q3 2017.
85 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2024.

Based on Financial Management Professionals's 13F filing for Q3 2024, filed 24 Oct 2024.