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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
Q2 		$387K Hold
6,948
– – 0.01% 900
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
LPL Financial
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atomi Financial Group's PSP Position: Q2 2026 in Review

Atomi Financial Group held its Invesco Global Listed Private Equity ETF (PSP) position steady in Q2 2026 at 6,948 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #900.

Atomi Financial Group first reported a position in PSP in Q3 2024 and has held it in 4 quarters since. The position peaked at $473K in Q3 2024. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

  • Atomi Financial Group held 6,948 shares of Invesco Global Listed Private Equity ETF worth $387K as of Q2 2026.
  • Atomi Financial Group left its Invesco Global Listed Private Equity ETF share count unchanged in Q2 2026.
  • Invesco Global Listed Private Equity ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #900 holding.
  • Atomi Financial Group first reported a position in Invesco Global Listed Private Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • Atomi Financial Group's Invesco Global Listed Private Equity ETF position peaked at $473K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.