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WealthPLAN Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

WealthPLAN Partners’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
2018
Q4 		– Sell
-4,016
Closed -$213K – 271
2018
Q3 		$213K Sell
4,016
-4,610
-53% -$287K 0.04% 234
2018
Q2 		$4.09M Buy
8,626
+4,474
+108% +$273K 0.84% 34
2018
Q1 		$250K Buy
4,152
+1,088
+36% +$69.3K 0.05% 232
2017
Q4 		$191K Sell
3,064
-4,694
-61% -$296K 0.05% 214
2017
Q3 		$491K Buy
+7,758
New +$490K 0.14% 113

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return