Insight Wealth Strategies’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Insight Wealth Strategies’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
2020 Q1	–	Sell	-5,831	Closed	-$373K	–	186
2019 Q4	$373K	Sell	5,831 -718	-11%	-$44.1K	0.08%	155
2019 Q3	$387K	Sell	6,549 -8,626	-57%	-$514K	0.09%	137
2019 Q2	$906K	Sell	15,175 -135,932	-90%	-$8.04M	0.22%	70
2019 Q1	$8.65M	Buy	151,107 +4,506	+3%	+$250K	2.42%	13
2018 Q4	$7.34M	Buy	+146,601	New	+$8.02M	2.25%	14

Other funds holding PSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

Insight Wealth Strategies's PSP Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2020, closing a stake of 5,831 shares — an estimated $373K sold.

Insight Wealth Strategies first reported a position in PSP in Q4 2018 and held it in 5 quarters. The position peaked at $8.65M in Q1 2019. 78 funds tracked by Wall St. Rank hold PSP as of Q1 2020.

Insight Wealth Strategies reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2020 after selling out during the quarter.
Insight Wealth Strategies sold 5,831 Invesco Global Listed Private Equity ETF shares in Q1 2020, an estimated $373K.
Insight Wealth Strategies first reported a position in Invesco Global Listed Private Equity ETF in Q4 2018 and held it in 5 quarters.
Insight Wealth Strategies's Invesco Global Listed Private Equity ETF position peaked at $8.65M in Q1 2019.
78 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.