Principal Financial Group
PSP icon

Principal Financial Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Principal Financial Group’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
2021
Q4 		– Sell
-7,927
Closed -$594K – 2606
2021
Q3 		$594K Buy
7,927
+290
+4% +$23.1K ﹤0.01% 2131
2021
Q2 		$585K Buy
7,637
+198
+3% +$15.4K ﹤0.01% 2174
2021
Q1 		$540K Sell
7,439
-3
-0% -$213 ﹤0.01% 2133
2020
Q4 		$502K Buy
7,442
+468
+7% +$28.5K ﹤0.01% 2112
2020
Q3 		$379K Sell
6,974
-360
-5% -$19.7K ﹤0.01% 2075
2020
Q2 		$380K Buy
7,334
+333
+5% +$15.8K ﹤0.01% 2039
2020
Q1 		$285K Buy
7,001
+1,536
+28% +$88.5K ﹤0.01% 1979
2019
Q4 		$349K Buy
5,465
+170
+3% +$10.4K ﹤0.01% 2022
2019
Q3 		$313K Buy
5,295
+152
+3% +$9.06K ﹤0.01% 2046
2019
Q2 		$307K Buy
5,143
+536
+12% +$31.7K ﹤0.01% 2057
2019
Q1 		$264K Buy
4,607
+575
+14% +$31.9K ﹤0.01% 2070
2018
Q4 		$202K Buy
+4,032
New +$221K ﹤0.01% 2130

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Principal Financial Group's PSP Position: Q4 2021 in Review

Principal Financial Group sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2021, closing a stake of 7,927 shares — an estimated $594K sold.

Principal Financial Group first reported a position in PSP in Q4 2018 and held it in 12 quarters. The position peaked at $594K in Q3 2021. 88 funds tracked by Wall St. Rank hold PSP as of Q4 2021.

  • Principal Financial Group reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 7,927 Invesco Global Listed Private Equity ETF shares in Q4 2021, an estimated $594K.
  • Principal Financial Group first reported a position in Invesco Global Listed Private Equity ETF in Q4 2018 and held it in 12 quarters.
  • Principal Financial Group's Invesco Global Listed Private Equity ETF position peaked at $594K in Q3 2021.
  • 88 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.