Advisors Preferred’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Advisors Preferred’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
2025 Q4	–	Sell	-500	Closed	-$34.3K	–	297
2025 Q3	$34.3K	Buy	+500	New	+$35.4K	0.01%	225
2025 Q2	–	Sell	-199	Closed	-$12.9K	–	274
2025 Q1	$12.9K	Buy	+199	New	+$13.6K	﹤0.01%	235
2020 Q4	–	Sell	-4,991	Closed	-$271K	–	196
2020 Q3	$271K	Buy	+4,991	New	+$273K	0.05%	93
2020 Q2	–	Sell	-6,180	Closed	-$251K	–	173
2020 Q1	$251K	Buy	6,180 +1,245	+25%	+$71.8K	0.15%	65
2019 Q4	$316K	Sell	4,935 -331	-6%	-$20.3K	0.09%	71
2019 Q3	$311K	Buy	5,266 +700	+15%	+$41.7K	0.08%	64
2019 Q2	$274K	Buy	4,566 +351	+8%	+$20.8K	0.09%	67
2019 Q1	$241K	Buy	+4,215	New	+$234K	0.08%	97
2018 Q4	–	Sell	-4,516	Closed	-$278K	–	196
2018 Q3	$278K	Buy	+4,516	New	+$281K	0.12%	68

Other funds holding PSP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Advisors Preferred's PSP Position: Q4 2025 in Review

Advisors Preferred sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2025, closing a stake of 500 shares — an estimated $34.3K sold.

Advisors Preferred first reported a position in PSP in Q3 2018 and held it in 9 quarters. The position peaked at $316K in Q4 2019. 99 funds tracked by Wall St. Rank hold PSP as of Q4 2025.

Advisors Preferred reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2025 after selling out during the quarter.
Advisors Preferred sold 500 Invesco Global Listed Private Equity ETF shares in Q4 2025, an estimated $34.3K.
Advisors Preferred first reported a position in Invesco Global Listed Private Equity ETF in Q3 2018 and held it in 9 quarters.
Advisors Preferred's Invesco Global Listed Private Equity ETF position peaked at $316K in Q4 2019.
99 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2025.

Based on Advisors Preferred's 13F filing for Q4 2025, filed 2 Feb 2026.