IPG Investment Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

IPG Investment Advisors’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
2022 Q1	–	Sell	-2,610	Closed	-$202K	–	211
2021 Q4	$202K	Hold	2,610	–	–	0.04%	183
2021 Q3	$195K	Buy	+2,610	New	+$208K	0.06%	118

Other funds holding PSP

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

EWM

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

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

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LFASL

Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

IPG Investment Advisors's PSP Position: Q1 2022 in Review

IPG Investment Advisors sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2022, closing a stake of 2,610 shares — an estimated $202K sold.

IPG Investment Advisors first reported a position in PSP in Q3 2021 and held it in 2 quarters. The position peaked at $202K in Q4 2021. 95 funds tracked by Wall St. Rank hold PSP as of Q1 2022.

IPG Investment Advisors reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2022 after selling out during the quarter.
IPG Investment Advisors sold 2,610 Invesco Global Listed Private Equity ETF shares in Q1 2022, an estimated $202K.
IPG Investment Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q3 2021 and held it in 2 quarters.
IPG Investment Advisors's Invesco Global Listed Private Equity ETF position peaked at $202K in Q4 2021.
95 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2022.

Based on IPG Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.