Caitlin John’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Caitlin John’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	$5.01K	Hold	90	–	–	﹤0.01%	684
2026 Q1	$5.09K	Hold	90	–	–	﹤0.01%	613
2025 Q4	$6.04K	Hold	90	–	–	﹤0.01%	614
2025 Q3	$6.21K	Buy	+90	New	+$6.38K	﹤0.01%	564
2025 Q1	–	Sell	-90	Closed	-$6.01K	–	623
2024 Q4	$6.01K	Hold	90	–	–	﹤0.01%	545
2024 Q3	$6.15K	Hold	90	–	–	﹤0.01%	544
2024 Q2	$5.5K	Hold	90	–	–	﹤0.01%	542
2024 Q1	$5.94K	Hold	90	–	–	﹤0.01%	538
2023 Q4	$5.6K	Buy	+90	New	+$4.87K	﹤0.01%	529

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

Caitlin John's PSP Position: Q2 2026 in Review

Caitlin John held its Invesco Global Listed Private Equity ETF (PSP) position steady in Q2 2026 at 90 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Caitlin John first reported a position in PSP in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.21K in Q3 2025. 95 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Caitlin John held 90 shares of Invesco Global Listed Private Equity ETF worth $5.01K as of Q2 2026.
Caitlin John left its Invesco Global Listed Private Equity ETF share count unchanged in Q2 2026.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #684 holding.
Caitlin John first reported a position in Invesco Global Listed Private Equity ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's Invesco Global Listed Private Equity ETF position peaked at $6.21K in Q3 2025.
95 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.