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Global Trust Asset Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Global Trust Asset Management’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
-1,129
Closed -$85K – 433
2021
Q3 		$85K Buy
+1,129
New +$89.9K 0.04% 219

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Global Trust Asset Management's PSP Position: Q4 2021 in Review

Global Trust Asset Management sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2021, closing a stake of 1,129 shares — an estimated $85K sold.

Global Trust Asset Management first reported a position in PSP in Q3 2021 and held it in 1 quarter. The position peaked at $85K in Q3 2021. 88 funds tracked by Wall St. Rank hold PSP as of Q4 2021.

  • Global Trust Asset Management reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Global Trust Asset Management sold 1,129 Invesco Global Listed Private Equity ETF shares in Q4 2021, an estimated $85K.
  • Global Trust Asset Management first reported a position in Invesco Global Listed Private Equity ETF in Q3 2021 and held it in 1 quarter.
  • Global Trust Asset Management's Invesco Global Listed Private Equity ETF position peaked at $85K in Q3 2021.
  • 88 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2021.

Based on Global Trust Asset Management's 13F filing for Q4 2021, filed 18 Jan 2022.