Ameritas Advisory Services’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-690	Closed	-$47.5K	–	2730
2025 Q2	$47.5K	Buy	+690	New	+$44.6K	﹤0.01%	1334
2024 Q1	–	Sell	-55,688	Closed	-$3.46M	–	906
2023 Q4	$3.46M	Buy	+55,688	New	+$3.02M	0.19%	112
2023 Q2	–	Sell	-342	Closed	-$17.7K	–	2045
2023 Q1	$17.7K	Buy	+342	New	+$17.7K	﹤0.01%	1702
2022 Q1	–	Sell	-45,523	Closed	-$3.52M	–	855
2021 Q4	$3.52M	Buy	+45,523	New	+$3.6M	0.13%	133

Other funds holding PSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Touchstone Capital Pittsburgh, Pennsylvania $195M AUM

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Ameritas Advisory Services's PSP Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Invesco Global Listed Private Equity ETF (PSP) in Q3 2025, closing a stake of 690 shares — an estimated $47.5K sold.

Ameritas Advisory Services first reported a position in PSP in Q4 2021 and held it in 4 quarters. The position peaked at $3.52M in Q4 2021. 102 funds tracked by Wall St. Rank hold PSP as of Q3 2025.

Ameritas Advisory Services reported no remaining Invesco Global Listed Private Equity ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 690 Invesco Global Listed Private Equity ETF shares in Q3 2025, an estimated $47.5K.
Ameritas Advisory Services first reported a position in Invesco Global Listed Private Equity ETF in Q4 2021 and held it in 4 quarters.
Ameritas Advisory Services's Invesco Global Listed Private Equity ETF position peaked at $3.52M in Q4 2021.
102 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.