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	–	2643
2019 Q4	$2K	Buy	+25	New	+$1.53K	﹤0.01%	2224
2019 Q3	–	Hold	0	–	–	–	2451

Other funds holding PSP

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

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

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

Bank of America

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

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return

CI Investments Inc

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return