Sowell Financial Services’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Sowell Financial Services’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	-2,736	Closed	-$205K	–	533
2021 Q3	$205K	Buy	2,736 +15	+0.6%	+$1.19K	0.01%	472
2021 Q2	$208K	Buy	2,721 +32	+1%	+$2.49K	0.01%	509
2021 Q1	$210K	Buy	2,689 +1,914	+247%	+$136K	0.01%	1026
2020 Q4	$52K	Hold	775	–	–	﹤0.01%	1383
2020 Q3	$42K	Hold	775	–	–	﹤0.01%	1278
2020 Q2	$40K	Buy	+775	New	+$36.8K	﹤0.01%	1234
2020 Q1	–	Sell	-25	Closed	-$1.44K	–	2637
2019 Q4	$2K	Buy	+25	New	+$1.53K	﹤0.01%	2224
2019 Q3	–	Hold	0	–	–	–	2441

Other funds holding PSP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $166M AUM 16.79% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Sowell Financial Services's PSP Position: Q4 2021 in Review

Sowell Financial Services sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2021, closing a stake of 2,736 shares — an estimated $205K sold.

Sowell Financial Services first reported a position in PSP in Q4 2019 and held it in 7 quarters. The position peaked at $210K in Q1 2021. 87 funds tracked by Wall St. Rank hold PSP as of Q4 2021.

Sowell Financial Services reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2021 after selling out during the quarter.
Sowell Financial Services sold 2,736 Invesco Global Listed Private Equity ETF shares in Q4 2021, an estimated $205K.
Sowell Financial Services first reported a position in Invesco Global Listed Private Equity ETF in Q4 2019 and held it in 7 quarters.
Sowell Financial Services's Invesco Global Listed Private Equity ETF position peaked at $210K in Q1 2021.
87 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2021.

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