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

Hershey Financial Advisers’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
2024 Q2	$127K	Buy	+2,087	New	+$135K	0.11%	60

Other funds holding PSP

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hershey Financial Advisers's PSP Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Invesco Global Listed Private Equity ETF (PSP) in Q2 2024: 2,087 shares worth $127K. The stake represents 0.11% of the portfolio and ranks #60 among its holdings.

85 funds tracked by Wall St. Rank hold PSP as of Q2 2024.

Hershey Financial Advisers held 2,087 shares of Invesco Global Listed Private Equity ETF worth $127K as of Q2 2024.
Invesco Global Listed Private Equity ETF was a new Hershey Financial Advisers position in Q2 2024.
Invesco Global Listed Private Equity ETF made up 0.11% of Hershey Financial Advisers's portfolio in Q2 2024, its #60 holding.
85 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.