Johnson Financial Group Inc (Wisconsin)’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-262	Closed	-$20K	–	782
2021 Q4	$20K	Hold	262	–	–	﹤0.01%	569
2021 Q3	$20K	Hold	262	–	–	﹤0.01%	510
2021 Q2	$20K	Buy	+262	New	+$20.4K	﹤0.01%	510
2016 Q1	–	Sell	-125	Closed	-$7K	–	768
2015 Q4	$7K	Hold	125	–	–	﹤0.01%	660
2015 Q3	$7K	Buy	125 +4	+3%	+$225	﹤0.01%	686
2015 Q2	$7K	Buy	121 +2	+2%	+$120	﹤0.01%	719
2015 Q1	$7K	Buy	119 +3	+3%	+$169	﹤0.01%	712
2014 Q4	$6K	Buy	+116	New	+$6.38K	﹤0.01%	688
2014 Q2	–	Sell	-67	Closed	-$4K	–	713
2014 Q1	$4K	Hold	67	–	–	﹤0.01%	652
2013 Q4	$4K	Buy	+67	New	+$4.03K	﹤0.01%	638

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

Johnson Financial Group Inc (Wisconsin)'s PSP Position: Q1 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2022, closing a stake of 262 shares — an estimated $20K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PSP in Q4 2013 and held it in 10 quarters. The position peaked at $20K in Q4 2021. 95 funds tracked by Wall St. Rank hold PSP as of Q1 2022.

Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2022 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 262 Invesco Global Listed Private Equity ETF shares in Q1 2022, an estimated $20K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Global Listed Private Equity ETF in Q4 2013 and held it in 10 quarters.
Johnson Financial Group Inc (Wisconsin)'s Invesco Global Listed Private Equity ETF position peaked at $20K in Q4 2021.
95 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2022, filed 16 May 2022.