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

Simplicity 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
2024
Q3 		– Sell
-18,726
Closed -$1.14M – 1031
2024
Q2 		$1.14M Sell
18,726
-4,393
-19% -$284K 0.03% 492
2024
Q1 		$1.52M Buy
+23,119
New +$1.45M 0.04% 411

Other funds holding PSP

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $226M AUM 21.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Simplicity Wealth's PSP Position: Q3 2024 in Review

Simplicity Wealth sold out of Invesco Global Listed Private Equity ETF (PSP) in Q3 2024, closing a stake of 18,726 shares — an estimated $1.14M sold.

Simplicity Wealth first reported a position in PSP in Q1 2024 and held it in 2 quarters. The position peaked at $1.52M in Q1 2024. 85 funds tracked by Wall St. Rank hold PSP as of Q3 2024.

  • Simplicity Wealth reported no remaining Invesco Global Listed Private Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 18,726 Invesco Global Listed Private Equity ETF shares in Q3 2024, an estimated $1.14M.
  • Simplicity Wealth first reported a position in Invesco Global Listed Private Equity ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Invesco Global Listed Private Equity ETF position peaked at $1.52M in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.