Jaffetilchin Investment Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Jaffetilchin Investment 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
2024 Q4	–	Sell	-662	Closed	-$45.1K	–	1062
2024 Q3	$45.1K	Buy	+662	New	+$42.4K	﹤0.01%	604
2023 Q3	–	Sell	-2,253	Closed	-$118K	–	370
2023 Q2	$118K	Sell	2,253 -1,950	-46%	-$101K	0.01%	354
2023 Q1	$212K	Sell	4,203 -1,626	-28%	-$84.4K	0.02%	331
2022 Q4	$275K	Sell	5,829 -194	-3%	-$9.15K	0.03%	290
2022 Q3	$255K	Sell	6,023 -244	-4%	-$12.2K	0.03%	273
2022 Q2	$308K	Sell	6,267 -250	-4%	-$14K	0.04%	250
2022 Q1	$340K	Buy	+6,517	New	+$441K	0.04%	252

Other funds holding PSP

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

EWM

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jaffetilchin Investment Partners's PSP Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2024, closing a stake of 662 shares — an estimated $45.1K sold.

Jaffetilchin Investment Partners first reported a position in PSP in Q1 2022 and held it in 7 quarters. The position peaked at $340K in Q1 2022. 90 funds tracked by Wall St. Rank hold PSP as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 662 Invesco Global Listed Private Equity ETF shares in Q4 2024, an estimated $45.1K.
Jaffetilchin Investment Partners first reported a position in Invesco Global Listed Private Equity ETF in Q1 2022 and held it in 7 quarters.
Jaffetilchin Investment Partners's Invesco Global Listed Private Equity ETF position peaked at $340K in Q1 2022.
90 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.