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Lumature Wealth Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Lumature Wealth 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
2023
Q2 		– Sell
-21
Closed -$1.05K – 399
2023
Q1 		$1.05K Buy
+21
New +$1.09K ﹤0.01% 369

Other funds holding PSP

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Lumature Wealth Partners's PSP Position: Q2 2023 in Review

Lumature Wealth Partners sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2023, closing a stake of 21 shares — an estimated $1.05K sold.

Lumature Wealth Partners first reported a position in PSP in Q1 2023 and held it in 1 quarter. The position peaked at $1.05K in Q1 2023. 85 funds tracked by Wall St. Rank hold PSP as of Q2 2023.

  • Lumature Wealth Partners reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 21 Invesco Global Listed Private Equity ETF shares in Q2 2023, an estimated $1.05K.
  • Lumature Wealth Partners first reported a position in Invesco Global Listed Private Equity ETF in Q1 2023 and held it in 1 quarter.
  • Lumature Wealth Partners's Invesco Global Listed Private Equity ETF position peaked at $1.05K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.