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Atria Wealth Solutions’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-13,710
Closed -$915K – 2044
2024
Q4 		$915K Buy
13,710
+1,238
+10% +$85.2K 0.01% 958
2024
Q3 		$851K Sell
12,472
-125
-1% -$8.01K 0.01% 981
2024
Q2 		$770K Buy
12,597
+799
+7% +$51.6K 0.01% 1018
2024
Q1 		$778K Buy
11,798
+4,585
+64% +$288K 0.01% 1026
2023
Q4 		$449K Buy
+7,213
New +$391K 0.01% 1272
2023
Q3 		– Sell
-5,509
Closed -$290K – 1956
2023
Q2 		$290K Buy
5,509
+2,506
+83% +$130K ﹤0.01% 1469
2023
Q1 		$152K Hold
3,003
– – ﹤0.01% 1718
2022
Q4 		$142K Hold
3,003
– – ﹤0.01% 1665
2022
Q3 		$127K Sell
3,003
-2,259
-43% -$113K ﹤0.01% 1612
2022
Q2 		$258K Buy
+5,262
New +$296K 0.01% 1295

Other funds holding PSP

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return