Axxcess Wealth Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Axxcess Wealth Management’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	$5.84M	Buy	+104,906	New	+$6.23M	0.09%	195
2026 Q1	–	Sell	-74,345	Closed	-$4.99M	–	832
2025 Q4	$4.99M	Buy	74,345 +26,558	+56%	+$1.78M	0.09%	213
2025 Q3	$3.3M	Buy	47,787 +3,425	+8%	+$243K	0.07%	221
2025 Q2	$3.05M	Buy	44,362 +2,831	+7%	+$183K	0.07%	216
2025 Q1	$2.66M	Buy	41,531 +740	+2%	+$50.4K	0.07%	215
2024 Q4	$2.72M	Buy	40,791 +2,146	+6%	+$148K	0.07%	220
2024 Q3	$2.64M	Sell	38,645 -4,835	-11%	-$310K	0.06%	223
2024 Q2	$2.66M	Buy	+43,480	New	+$2.81M	0.07%	213

Other funds holding PSP

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

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

LPL Financial San Diego, California $445B AUM 25.58% 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 New York $1.21T AUM 78.12% 1-Year Est. Return

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

Axxcess Wealth Management's PSP Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Invesco Global Listed Private Equity ETF (PSP) in Q2 2026: 104,906 shares worth $5.84M. The stake represents 0.09% of the portfolio and ranks #195 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PSP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PSP in Q2 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Axxcess Wealth Management held 104,906 shares of Invesco Global Listed Private Equity ETF worth $5.84M as of Q2 2026.
Invesco Global Listed Private Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
Invesco Global Listed Private Equity ETF made up 0.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #195 holding.
Axxcess Wealth Management first reported a position in Invesco Global Listed Private Equity ETF in Q2 2024 and has held it in 8 quarters since.
95 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.