AE Wealth Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

AE Wealth 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 Q1	–	Sell	-77	Closed	-$4.83K	–	2586
2025 Q4	$5.17K	Buy	77 +2	+3%	+$134	﹤0.01%	2222
2025 Q3	$5.18K	Hold	75	–	–	﹤0.01%	2073
2025 Q2	$5.16K	Hold	75	–	–	﹤0.01%	1952
2025 Q1	$4.8K	Sell	75 -304	-80%	-$20.7K	﹤0.01%	1949
2024 Q4	$25.3K	Buy	+379	New	+$26.1K	﹤0.01%	1677
2023 Q1	–	Sell	-10,969	Closed	-$518K	–	1975
2022 Q4	$518K	Sell	10,969 -6,490	-37%	-$306K	﹤0.01%	1302
2022 Q3	$739K	Buy	+17,459	New	+$876K	0.01%	1066
2019 Q3	–	Sell	-3,373	Closed	-$201K	–	1048
2019 Q2	$201K	Buy	+3,373	New	+$200K	0.01%	901

Other funds holding PSP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAG

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

AE Wealth Management's PSP Position: Q1 2026 in Review

AE Wealth Management sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2026, closing a stake of 77 shares — an estimated $4.83K sold.

AE Wealth Management first reported a position in PSP in Q2 2019 and held it in 8 quarters. The position peaked at $739K in Q3 2022. 99 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

AE Wealth Management reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 77 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $4.83K.
AE Wealth Management first reported a position in Invesco Global Listed Private Equity ETF in Q2 2019 and held it in 8 quarters.
AE Wealth Management's Invesco Global Listed Private Equity ETF position peaked at $739K in Q3 2022.
99 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.