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	–	2042
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's PSP Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2025, closing a stake of 13,710 shares — an estimated $915K sold.

Atria Wealth Solutions first reported a position in PSP in Q2 2022 and held it in 10 quarters. The position peaked at $915K in Q4 2024. 92 funds tracked by Wall St. Rank hold PSP as of Q1 2025.

Atria Wealth Solutions reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 13,710 Invesco Global Listed Private Equity ETF shares in Q1 2025, an estimated $915K.
Atria Wealth Solutions first reported a position in Invesco Global Listed Private Equity ETF in Q2 2022 and held it in 10 quarters.
Atria Wealth Solutions's Invesco Global Listed Private Equity ETF position peaked at $915K in Q4 2024.
92 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.