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

Milestone Wealth’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
Q3 		$3K Sell
76
-1
-1% -$50 ﹤0.01% 221
2022
Q2 		$4K Hold
77
– – ﹤0.01% 212
2022
Q1 		$6K Hold
77
– – ﹤0.01% 225
2021
Q4 		$6K Buy
+77
New +$6.09K ﹤0.01% 225

Other funds holding PSP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Wealth's PSP Position: Q3 2022 in Review

Milestone Wealth reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 1.3% in Q3 2022, selling an estimated $50 and leaving 76 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Milestone Wealth first reported a position in PSP in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 89 funds tracked by Wall St. Rank hold PSP as of Q3 2022.

  • Milestone Wealth held 76 shares of Invesco Global Listed Private Equity ETF worth $3K as of Q3 2022.
  • Milestone Wealth sold 1 Invesco Global Listed Private Equity ETF share in Q3 2022, an estimated $50.
  • Invesco Global Listed Private Equity ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #221 holding.
  • Milestone Wealth first reported a position in Invesco Global Listed Private Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Invesco Global Listed Private Equity ETF position peaked at $6K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.