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Sargent Bickham Lagudis’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$2.4K Hold
51
– – ﹤0.01% 888
2022
Q3 		$2K Buy
+51
New +$2.56K ﹤0.01% 898

Other funds holding PSP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Sargent Bickham Lagudis's PSP Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Invesco Global Listed Private Equity ETF (PSP) position steady in Q4 2022 at 51 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Sargent Bickham Lagudis first reported a position in PSP in Q3 2022 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold PSP as of Q4 2022.

  • Sargent Bickham Lagudis held 51 shares of Invesco Global Listed Private Equity ETF worth $2.4K as of Q4 2022.
  • Sargent Bickham Lagudis left its Invesco Global Listed Private Equity ETF share count unchanged in Q4 2022.
  • Invesco Global Listed Private Equity ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #888 holding.
  • Sargent Bickham Lagudis first reported a position in Invesco Global Listed Private Equity ETF in Q3 2022 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.