SFG
PSP icon

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

Sowa 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
Q1 		– Sell
-396
Closed -$27K – 187
2020
Q4 		$27K Hold
396
– – 0.02% 164
2020
Q3 		$22K Hold
396
– – 0.02% 169
2020
Q2 		$21K Hold
396
– – 0.02% 171
2020
Q1 		$16K Hold
396
– – 0.01% 176
2019
Q4 		$25K Buy
+396
New +$24.3K 0.02% 154

Other funds holding PSP

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sowa Financial Group's PSP Position: Q1 2021 in Review

Sowa Financial Group sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2021, closing a stake of 396 shares — an estimated $27K sold.

Sowa Financial Group first reported a position in PSP in Q4 2019 and held it in 5 quarters. The position peaked at $27K in Q4 2020. 77 funds tracked by Wall St. Rank hold PSP as of Q1 2021.

  • Sowa Financial Group reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 396 Invesco Global Listed Private Equity ETF shares in Q1 2021, an estimated $27K.
  • Sowa Financial Group first reported a position in Invesco Global Listed Private Equity ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Invesco Global Listed Private Equity ETF position peaked at $27K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.