Advyzon Investment Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Advyzon Investment Management’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
2026 Q2	$343K	Buy	6,158 +677	+12%	+$40.2K	0.02%	575
2026 Q1	$310K	Buy	5,481 +359	+7%	+$22.5K	0.03%	523
2025 Q4	$344K	Buy	5,122 +304	+6%	+$20.4K	0.04%	416
2025 Q3	$333K	Buy	4,818 +116	+2%	+$8.22K	0.06%	306
2025 Q2	$324K	Buy	4,702 +45	+1%	+$2.91K	0.07%	264
2025 Q1	$298K	Buy	4,657 +908	+24%	+$61.9K	0.11%	184
2024 Q4	$250K	Buy	+3,749	New	+$258K	0.1%	191

Other funds holding PSP

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

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

EWM

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

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

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

AWM

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Advyzon Investment Management's PSP Position: Q2 2026 in Review

Advyzon Investment Management increased its Invesco Global Listed Private Equity ETF (PSP) stake by 12% in Q2 2026, buying an estimated $40.2K and bringing the position to 6,158 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #575.

Advyzon Investment Management first reported a position in PSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q4 2025. 95 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Advyzon Investment Management held 6,158 shares of Invesco Global Listed Private Equity ETF worth $343K as of Q2 2026.
Advyzon Investment Management bought 677 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $40.2K.
Invesco Global Listed Private Equity ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #575 holding.
Advyzon Investment Management first reported a position in Invesco Global Listed Private Equity ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Invesco Global Listed Private Equity ETF position peaked at $344K in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.