Cetera Investment Advisers’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Cetera Investment Advisers’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	$202K	Sell	3,630 -10,076	-74%	-$598K	﹤0.01%	4488
2026 Q1	$775K	Buy	13,706 +10,326	+306%	+$648K	﹤0.01%	3132
2025 Q4	$227K	Sell	3,380 -5,262	-61%	-$352K	﹤0.01%	4148
2025 Q3	$596K	Sell	8,642 -47,057	-84%	-$3.33M	﹤0.01%	3233
2025 Q2	$3.83M	Sell	55,699 -555	-1%	-$35.9K	0.01%	1365
2025 Q1	$3.6M	Sell	56,254 -23,997	-30%	-$1.63M	0.01%	1326
2024 Q4	$5.36M	Sell	80,251 -6,132	-7%	-$422K	0.01%	1002
2024 Q3	$5.89M	Sell	86,383 -10,076	-10%	-$646K	0.01%	926
2024 Q2	$5.89M	Sell	96,459 -2,632	-3%	-$170K	0.01%	918
2024 Q1	$6.54M	Buy	99,091 +40,583	+69%	+$2.55M	0.02%	843
2023 Q4	$3.64M	Sell	58,508 -7,769	-12%	-$421K	0.03%	558
2023 Q3	$3.42M	Buy	66,277 +121	+0.2%	+$6.49K	0.03%	547
2023 Q2	$3.48M	Buy	66,156 +62,771	+1,854%	+$3.25M	0.03%	541
2023 Q1	$171K	Sell	3,385 -189	-5%	-$9.81K	﹤0.01%	1989
2022 Q4	$169K	Buy	+3,574	New	+$169K	﹤0.01%	1933

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

Cetera Investment Advisers's PSP Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 74% in Q2 2026, selling an estimated $598K and leaving 3,630 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #4488.

Cetera Investment Advisers first reported a position in PSP in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.54M in Q1 2024. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Cetera Investment Advisers held 3,630 shares of Invesco Global Listed Private Equity ETF worth $202K as of Q2 2026.
Cetera Investment Advisers sold 10,076 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $598K.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4488 holding.
Cetera Investment Advisers first reported a position in Invesco Global Listed Private Equity ETF in Q4 2022 and has held it in 15 quarters since.
Cetera Investment Advisers's Invesco Global Listed Private Equity ETF position peaked at $6.54M in Q1 2024.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.