Axxcess Wealth Management LLC Has $10.01 Million Holdings in Invesco Global Listed Private Equity ETF $PSP

Axxcess Wealth Management LLC increased its stake in shares of Invesco Global Listed Private Equity ETF (NYSEARCA:PSP) by 212.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 149,212 shares of the company’s stock after buying an additional 101,425 shares during the quarter. Axxcess Wealth Management LLC’s holdings in Invesco Global Listed Private Equity ETF were worth $10,008,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Triumph Capital Management boosted its holdings in shares of Invesco Global Listed Private Equity ETF by 5.2% in the 3rd quarter. Triumph Capital Management now owns 4,135 shares of the company’s stock valued at $285,000 after purchasing an additional 204 shares in the last quarter. Farther Finance Advisors LLC lifted its holdings in Invesco Global Listed Private Equity ETF by 0.6% during the 4th quarter. Farther Finance Advisors LLC now owns 46,464 shares of the company’s stock worth $3,117,000 after buying an additional 280 shares during the period. MAI Capital Management lifted its stake in shares of Invesco Global Listed Private Equity ETF by 16.5% in the 3rd quarter. MAI Capital Management now owns 2,147 shares of the company’s stock valued at $148,000 after purchasing an additional 304 shares during the period. CreativeOne Wealth LLC lifted its position in shares of Invesco Global Listed Private Equity ETF by 5.9% during the 3rd quarter. CreativeOne Wealth LLC now owns 7,008 shares of the company’s stock valued at $484,000 after acquiring an additional 392 shares during the period. Finally, National Bank of Canada FI raised its stake in Invesco Global Listed Private Equity ETF by 3.6% during the 3rd quarter. National Bank of Canada FI now owns 11,725 shares of the company’s stock worth $809,000 after buying an additional 403 shares during the period. 70.39% of the stock is currently owned by institutional investors and hedge funds.

Invesco Global Listed Private Equity ETF Trading Down 0.3%

PSP opened at $60.60 on Friday. The company’s fifty day moving average price is $58.88 and its two-hundred day moving average price is $63.24. Invesco Global Listed Private Equity ETF has a 1-year low of $54.18 and a 1-year high of $72.97. The company has a market cap of $253.91 million, a price-to-earnings ratio of 14.07 and a beta of 1.27.

About Invesco Global Listed Private Equity ETF

PowerShares Global Listed Private Equity Portfolio (the Fund) is based on the Global Listed Private Equity Index (Index). The Fund focuses to invest at least 90% of its total assets in securities, which may include American depository receipts (ADRs) and global depository receipts (GDRs), which comprises the Index. The Index includes between 40 and 60 publicly listed private equity companies, including business development companies and other financial institutions or vehicles whose principal business is to invest in and lend capital to privately held companies.