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Atomi Financial Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Atomi Financial Group’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 		$393K Buy
+6,948
New +$436K 0.01% 817
2025
Q1 		– Sell
-3,164
Closed -$211K – 1098
2024
Q4 		$211K Sell
3,164
-3,774
-54% -$260K 0.01% 895
2024
Q3 		$473K Buy
+6,938
New +$445K 0.03% 470

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Atomi Financial Group's PSP Position: Q1 2026 in Review

Atomi Financial Group opened a new position in Invesco Global Listed Private Equity ETF (PSP) in Q1 2026: 6,948 shares worth $393K. The stake represents 0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in PSP as recently as Q4 2024.

Atomi Financial Group first reported a position in PSP in Q3 2024 and has held it in 3 quarters since. The position peaked at $473K in Q3 2024. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

  • Atomi Financial Group held 6,948 shares of Invesco Global Listed Private Equity ETF worth $393K as of Q1 2026.
  • Invesco Global Listed Private Equity ETF was a new Atomi Financial Group position in Q1 2026.
  • Invesco Global Listed Private Equity ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #817 holding.
  • Atomi Financial Group first reported a position in Invesco Global Listed Private Equity ETF in Q3 2024 and has held it in 3 quarters since.
  • Atomi Financial Group's Invesco Global Listed Private Equity ETF position peaked at $473K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.