Brown, Lisle/Cummings’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Brown, Lisle/Cummings’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	$668	Sell	12 -14	-54%	-$831	﹤0.01%	997
2026 Q1	$1.47K	Buy	+26	New	+$1.63K	﹤0.01%	877

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

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Brown, Lisle/Cummings's PSP Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 54% in Q2 2026, selling an estimated $831 and leaving 12 shares worth $668. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Brown, Lisle/Cummings first reported a position in PSP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.47K in Q1 2026. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Brown, Lisle/Cummings held 12 shares of Invesco Global Listed Private Equity ETF worth $668 as of Q2 2026.
Brown, Lisle/Cummings sold 14 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $831.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #997 holding.
Brown, Lisle/Cummings first reported a position in Invesco Global Listed Private Equity ETF in Q1 2026 and has held it in 2 quarters since.
Brown, Lisle/Cummings's Invesco Global Listed Private Equity ETF position peaked at $1.47K in Q1 2026.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.