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

Global Financial Private Client’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
2020
Q4 		– Sell
-316
Closed -$17.5K – 585
2020
Q3 		$17.5K Hold
316
– – 0.02% 268
2020
Q2 		$16.5K Sell
316
-59
-16% -$2.8K 0.01% 311
2020
Q1 		$14.6K Sell
375
-390
-51% -$22.5K 0.02% 329
2019
Q4 		$48.9K Buy
+765
New +$47K 0.04% 243

Other funds holding PSP

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Client's PSP Position: Q4 2020 in Review

Global Financial Private Client sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2020, closing a stake of 316 shares — an estimated $17.5K sold.

Global Financial Private Client first reported a position in PSP in Q4 2019 and held it in 4 quarters. The position peaked at $48.9K in Q4 2019. 79 funds tracked by Wall St. Rank hold PSP as of Q4 2020.

  • Global Financial Private Client reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Global Financial Private Client sold 316 Invesco Global Listed Private Equity ETF shares in Q4 2020, an estimated $17.5K.
  • Global Financial Private Client first reported a position in Invesco Global Listed Private Equity ETF in Q4 2019 and held it in 4 quarters.
  • Global Financial Private Client's Invesco Global Listed Private Equity ETF position peaked at $48.9K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2020.

Based on Global Financial Private Client's 13F filing for Q4 2020, filed 16 May 2024.