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Glassman Wealth Services’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Glassman Wealth 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
2023
Q3 		– Sell
-13
Closed -$705 – 2048
2023
Q2 		$705 Buy
+13
New +$673 ﹤0.01% 1562

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 $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Glassman Wealth Services's PSP Position: Q3 2023 in Review

Glassman Wealth Services sold out of Invesco Global Listed Private Equity ETF (PSP) in Q3 2023, closing a stake of 13 shares — an estimated $705 sold.

Glassman Wealth Services first reported a position in PSP in Q2 2023 and held it in 1 quarter. The position peaked at $705 in Q2 2023. 73 funds tracked by Wall St. Rank hold PSP as of Q3 2023.

  • Glassman Wealth Services reported no remaining Invesco Global Listed Private Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 13 Invesco Global Listed Private Equity ETF shares in Q3 2023, an estimated $705.
  • Glassman Wealth Services first reported a position in Invesco Global Listed Private Equity ETF in Q2 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Invesco Global Listed Private Equity ETF position peaked at $705 in Q2 2023.
  • 73 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.