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Summit Securities Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Summit Securities 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
2022
Q2 		– Sell
-60
Closed -$4K – 1178
2022
Q1 		$4K Buy
+60
New +$4.06K ﹤0.01% 1003

Other funds holding PSP

EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Summit Securities Group's PSP Position: Q2 2022 in Review

Summit Securities Group sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2022, closing a stake of 60 shares — an estimated $4K sold.

Summit Securities Group first reported a position in PSP in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 88 funds tracked by Wall St. Rank hold PSP as of Q2 2022.

  • Summit Securities Group reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Summit Securities Group sold 60 Invesco Global Listed Private Equity ETF shares in Q2 2022, an estimated $4K.
  • Summit Securities Group first reported a position in Invesco Global Listed Private Equity ETF in Q1 2022 and held it in 1 quarter.
  • Summit Securities Group's Invesco Global Listed Private Equity ETF position peaked at $4K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2022.

Based on Summit Securities Group's 13F filing for Q2 2022, filed 2 Aug 2022.