Toronto Dominion Bank’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Toronto Dominion Bank’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
2023 Q4	–	Sell	-140	Closed	-$7.23K	–	1750
2023 Q3	$7.23K	Hold	140	–	–	﹤0.01%	1308
2023 Q2	$7K	Hold	140	–	–	﹤0.01%	1312
2023 Q1	$7K	Hold	140	–	–	﹤0.01%	1308
2022 Q4	$7K	Buy	+140	New	+$6.61K	﹤0.01%	1403

Other funds holding PSP

BCMIO

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

EWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Toronto Dominion Bank's PSP Position: Q4 2023 in Review

Toronto Dominion Bank sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2023, closing a stake of 140 shares — an estimated $7.23K sold.

Toronto Dominion Bank first reported a position in PSP in Q4 2022 and held it in 4 quarters. The position peaked at $7.23K in Q3 2023. 82 funds tracked by Wall St. Rank hold PSP as of Q4 2023.

Toronto Dominion Bank reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2023 after selling out during the quarter.
Toronto Dominion Bank sold 140 Invesco Global Listed Private Equity ETF shares in Q4 2023, an estimated $7.23K.
Toronto Dominion Bank first reported a position in Invesco Global Listed Private Equity ETF in Q4 2022 and held it in 4 quarters.
Toronto Dominion Bank's Invesco Global Listed Private Equity ETF position peaked at $7.23K in Q3 2023.
82 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2023.

Based on Toronto Dominion Bank's 13F filing for Q4 2023, filed 13 Feb 2024.