Hibernia Wealth Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Hibernia Wealth Partners’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 Q4	–	Sell	-6	Closed	-$297	–	261
2023 Q3	$297	Buy	+6	New	+$322	﹤0.01%	335

Other funds holding PSP

BCMIO

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

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

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

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

EWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

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

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

Hibernia Wealth Partners's PSP Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2023, closing a stake of 6 shares — an estimated $297 sold.

Hibernia Wealth Partners first reported a position in PSP in Q3 2023 and held it in 1 quarter. The position peaked at $297 in Q3 2023. 82 funds tracked by Wall St. Rank hold PSP as of Q4 2023.

Hibernia Wealth Partners reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2023 after selling out during the quarter.
Hibernia Wealth Partners sold 6 Invesco Global Listed Private Equity ETF shares in Q4 2023, an estimated $297.
Hibernia Wealth Partners first reported a position in Invesco Global Listed Private Equity ETF in Q3 2023 and held it in 1 quarter.
Hibernia Wealth Partners's Invesco Global Listed Private Equity ETF position peaked at $297 in Q3 2023.
82 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.