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

Apollon 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 		$248K Sell
4,395
-44,873
-91% -$2.82M ﹤0.01% 1208
2025
Q4 		$3.3M Buy
49,268
+82
+0.2% +$5.49K 0.06% 281
2025
Q3 		$3.39M Buy
49,186
+7,317
+17% +$518K 0.06% 268
2025
Q2 		$2.88M Buy
41,869
+37,682
+900% +$2.44M 0.06% 282
2025
Q1 		$268K Buy
4,187
+612
+17% +$41.7K 0.01% 994
2024
Q4 		$239K Buy
+3,575
New +$246K 0.01% 1033
2022
Q3 		– Sell
-6,761
Closed -$332K – 841
2022
Q2 		$332K Sell
6,761
-1,823
-21% -$102K 0.03% 540
2022
Q1 		$553K Buy
8,584
+1,104
+15% +$74.8K 0.04% 434
2021
Q4 		$578K Buy
+7,480
New +$592K 0.04% 425

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