IWP
PSP icon

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

Icon 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
2019
Q2 		– Sell
-58
Closed -$3K – 618
2019
Q1 		$3K Buy
+58
New +$3.22K ﹤0.01% 810

Other funds holding PSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Icon Wealth Partners's PSP Position: Q2 2019 in Review

Icon Wealth Partners sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2019, closing a stake of 58 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in PSP in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 79 funds tracked by Wall St. Rank hold PSP as of Q2 2019.

  • Icon Wealth Partners reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 58 Invesco Global Listed Private Equity ETF shares in Q2 2019, an estimated $3K.
  • Icon Wealth Partners first reported a position in Invesco Global Listed Private Equity ETF in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Invesco Global Listed Private Equity ETF position peaked at $3K in Q1 2019.
  • 79 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.