Rise Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Rise Advisors’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 Q4	–	Sell	-54	Closed	-$2.77K	–	658
2023 Q3	$2.77K	Buy	54 +1	+2%	+$54	﹤0.01%	433
2023 Q2	$2.8K	Buy	53 +1	+2%	+$52	﹤0.01%	480
2023 Q1	$2.64K	Hold	52	–	–	﹤0.01%	536
2022 Q4	$2.46K	Hold	52	–	–	﹤0.01%	534
2022 Q3	$2K	Hold	52	–	–	﹤0.01%	566
2022 Q2	$3K	Buy	52 +1	+2%	+$56	﹤0.01%	511
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	500
2021 Q4	$3.93K	Buy	+51	New	+$4.04K	﹤0.01%	439

Other funds holding PSP

BCMIO

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

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

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

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

EWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

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

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

Rise Advisors's PSP Position: Q4 2023 in Review

Rise Advisors sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2023, closing a stake of 54 shares — an estimated $2.77K sold.

Rise Advisors first reported a position in PSP in Q4 2021 and held it in 8 quarters. The position peaked at $3.93K in Q4 2021. 82 funds tracked by Wall St. Rank hold PSP as of Q4 2023.

Rise Advisors reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2023 after selling out during the quarter.
Rise Advisors sold 54 Invesco Global Listed Private Equity ETF shares in Q4 2023, an estimated $2.77K.
Rise Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q4 2021 and held it in 8 quarters.
Rise Advisors's Invesco Global Listed Private Equity ETF position peaked at $3.93K in Q4 2021.
82 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.