AWM
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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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return