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 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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Envestnet Asset Management

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

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return