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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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return