AWM
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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
Q1 		– Sell
-74,345
Closed -$4.99M – 841
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 0.07% 223
2024
Q2 		$2.66M Buy
+43,480
New +$2.81M 0.07% 213

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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