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

HL Financial Services’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	$198K	Sell	3,451 -2,914	-46%	-$162K	﹤0.01%	710
2018 Q4	$319K	Buy	6,365 +444	+7%	+$24.3K	0.01%	592
2018 Q3	$364K	Buy	+5,921	New	+$369K	0.01%	602
2018 Q1	–	Sell	-2,095	Closed	-$130K	–	717
2017 Q4	$130K	Buy	+2,095	New	+$132K	﹤0.01%	601

Other funds holding PSP

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HL Financial Services's PSP Position: Q1 2019 in Review

HL Financial Services reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 46% in Q1 2019, selling an estimated $162K and leaving 3,451 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

HL Financial Services first reported a position in PSP in Q4 2017 and has held it in 4 quarters since. The position peaked at $364K in Q3 2018. 80 funds tracked by Wall St. Rank hold PSP as of Q1 2019.

HL Financial Services held 3,451 shares of Invesco Global Listed Private Equity ETF worth $198K as of Q1 2019.
HL Financial Services sold 2,914 Invesco Global Listed Private Equity ETF shares in Q1 2019, an estimated $162K.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #710 holding.
HL Financial Services first reported a position in Invesco Global Listed Private Equity ETF in Q4 2017 and has held it in 4 quarters since.
HL Financial Services's Invesco Global Listed Private Equity ETF position peaked at $364K in Q3 2018.
80 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.