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Global Wealth Management Investment Advisory’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q1 		– Sell
-89
Closed -$4K – 743
2018
Q4 		$4K Buy
+89
New +$4.87K ﹤0.01% 518

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Wealth Management Investment Advisory's PSP Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2019, closing a stake of 89 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in PSP in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 80 funds tracked by Wall St. Rank hold PSP as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 89 Invesco Global Listed Private Equity ETF shares in Q1 2019, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco Global Listed Private Equity ETF in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco Global Listed Private Equity ETF position peaked at $4K in Q4 2018.
  • 80 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.