Franklin Resources
PSP icon

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

Franklin Resources’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
2021
Q4 		– Sell
-183
Closed -$14K – 2533
2021
Q3 		$14K Buy
+183
New +$14.6K ﹤0.01% 2423

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LPL Financial
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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 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
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Franklin Resources's PSP Position: Q4 2021 in Review

Franklin Resources sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2021, closing a stake of 183 shares — an estimated $14K sold.

Franklin Resources first reported a position in PSP in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 88 funds tracked by Wall St. Rank hold PSP as of Q4 2021.

  • Franklin Resources reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Franklin Resources sold 183 Invesco Global Listed Private Equity ETF shares in Q4 2021, an estimated $14K.
  • Franklin Resources first reported a position in Invesco Global Listed Private Equity ETF in Q3 2021 and held it in 1 quarter.
  • Franklin Resources's Invesco Global Listed Private Equity ETF position peaked at $14K in Q3 2021.
  • 88 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2021.

Based on Franklin Resources's 13F filing for Q4 2021, filed 11 Feb 2022.