AAP
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Arax Advisory Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Arax Advisory Partners’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 		$342K Sell
6,053
-12,678
-68% -$796K 0.01% 798
2025
Q4 		$1.26M Sell
18,731
-101,282
-84% -$6.78M 0.04% 339
2025
Q3 		$6.36M Buy
120,013
+115,645
+2,648% +$8.19M 0.09% 179
2025
Q2 		$301K Sell
4,368
-6,205
-59% -$401K 0.01% 528
2025
Q1 		$677K Buy
+10,573
New +$720K 0.04% 245
2022
Q2 		– Sell
-368
Closed -$24K – 1217
2022
Q1 		$24K Hold
368
– – ﹤0.01% 553
2021
Q4 		$28K Hold
368
– – ﹤0.01% 537
2021
Q3 		$28K Hold
368
– – ﹤0.01% 526
2021
Q2 		$28K Buy
+368
New +$28.6K ﹤0.01% 547
2020
Q4 		$4K Buy
+63
New +$3.83K ﹤0.01% 633

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