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

Aletheian Wealth Advisors’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	$8.15M	Buy	146,352 +14,773	+11%	+$877K	3.48%	7
2026 Q1	$7.44M	Buy	+131,579	New	+$8.26M	3.62%	6
2025 Q3	$8.43M	Buy	122,142 +2,479	+2%	+$176K	3.92%	6
2025 Q2	$8.24M	Buy	119,663 +8,177	+7%	+$529K	4.05%	6
2025 Q1	$7.14M	Buy	111,486 +2,789	+3%	+$190K	4.02%	5
2024 Q4	$7.26M	Sell	108,697 -740	-0.7%	-$51K	4.29%	5
2024 Q3	$7.47M	Sell	109,437 -3,943	-3%	-$253K	4.36%	6
2024 Q2	$6.93M	Buy	113,380 +7,078	+7%	+$457K	3.65%	6
2024 Q1	$7.01M	Buy	106,302 +8,075	+8%	+$507K	3.8%	6
2023 Q4	$6.11M	Buy	+98,227	New	+$5.32M	4.04%	6
2023 Q3	–	Sell	-99,285	Closed	-$5.22M	–	82
2023 Q2	$5.22M	Buy	99,285 +9,342	+10%	+$483K	3.58%	6
2023 Q1	$4.55M	Buy	89,943 +15,821	+21%	+$821K	4.01%	7
2022 Q4	$3.5M	Buy	74,122 +11,762	+19%	+$555K	3.02%	9
2022 Q3	$2.64M	Sell	62,360 -1,853	-3%	-$92.9K	3%	9
2022 Q2	$3.15M	Buy	64,213 +10,420	+19%	+$585K	3.2%	8
2022 Q1	$3.47M	Buy	53,793 +4,319	+9%	+$292K	3.29%	10
2021 Q4	$3.82M	Buy	+49,474	New	+$3.92M	3.75%	8

Other funds holding PSP

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

DCM

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Aletheian Wealth Advisors's PSP Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Invesco Global Listed Private Equity ETF (PSP) stake by 11% in Q2 2026, buying an estimated $877K and bringing the position to 146,352 shares worth $8.15M. The position accounts for 3.48% of the portfolio, ranked #7.

Aletheian Wealth Advisors first reported a position in PSP in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.43M in Q3 2025. 6 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Aletheian Wealth Advisors held 146,352 shares of Invesco Global Listed Private Equity ETF worth $8.15M as of Q2 2026.
Aletheian Wealth Advisors bought 14,773 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $877K.
Invesco Global Listed Private Equity ETF made up 3.48% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Aletheian Wealth Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q4 2021 and has held it in 17 quarters since.
Aletheian Wealth Advisors's Invesco Global Listed Private Equity ETF position peaked at $8.43M in Q3 2025.
6 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.