Aptus Capital Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Aptus Capital 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	–	Sell	-37	Closed	-$2.09K	–	1838
2026 Q1	$2.09K	Hold	37	–	–	﹤0.01%	1620
2025 Q4	$2.48K	Hold	37	–	–	﹤0.01%	1601
2025 Q3	$2.55K	Hold	37	–	–	﹤0.01%	1529
2025 Q2	$2.55K	Hold	37	–	–	﹤0.01%	1468
2025 Q1	$2.37K	Hold	37	–	–	﹤0.01%	1374
2024 Q4	$2.47K	Hold	37	–	–	﹤0.01%	1368
2024 Q3	$2.52K	Hold	37	–	–	﹤0.01%	1178
2024 Q2	$2.26K	Hold	37	–	–	﹤0.01%	1108
2024 Q1	$2.44K	Hold	37	–	–	﹤0.01%	1123
2023 Q4	$2.3K	Hold	37	–	–	﹤0.01%	860
2023 Q3	$1.91K	Hold	37	–	–	﹤0.01%	870
2023 Q2	$1.95K	Hold	37	–	–	﹤0.01%	766
2023 Q1	$1.87K	Buy	+37	New	+$1.92K	﹤0.01%	759

Other funds holding PSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CAG

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Aptus Capital Advisors's PSP Position: Q2 2026 in Review

Aptus Capital Advisors sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2026, closing a stake of 37 shares — an estimated $2.09K sold.

Aptus Capital Advisors first reported a position in PSP in Q1 2023 and held it in 13 quarters. The position peaked at $2.55K in Q3 2025. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Aptus Capital Advisors reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2026 after selling out during the quarter.
Aptus Capital Advisors sold 37 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $2.09K.
Aptus Capital Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q1 2023 and held it in 13 quarters.
Aptus Capital Advisors's Invesco Global Listed Private Equity ETF position peaked at $2.55K in Q3 2025.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.