Clark Capital Management Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Clark Capital Management Group’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	$3.8M	Buy	+67,215	New	+$4.22M	0.02%	241
2025 Q2	–	Sell	-132,464	Closed	-$8.49M	–	462
2025 Q1	$8.49M	Buy	+132,464	New	+$9.02M	0.06%	157
2024 Q3	–	Sell	-62,258	Closed	-$3.8M	–	429
2024 Q2	$3.8M	Buy	62,258 +15,408	+33%	+$994K	0.03%	194
2024 Q1	$3.09M	Buy	46,850 +1,957	+4%	+$123K	0.02%	216
2023 Q4	$2.79M	Sell	44,893 -25,537	-36%	-$1.38M	0.02%	209
2023 Q3	$3.64M	Buy	70,430 +704	+1%	+$37.8K	0.04%	181
2023 Q2	$3.67M	Sell	69,726 -62,316	-47%	-$3.22M	0.03%	183
2023 Q1	$6.67M	Sell	132,042 -21,579	-14%	-$1.12M	0.07%	162
2022 Q4	$7.25M	Buy	153,621 +72,614	+90%	+$3.43M	0.07%	161
2022 Q3	$3.43M	Buy	+81,007	New	+$4.06M	0.04%	182
2022 Q2	–	Sell	-120,223	Closed	-$7.75M	–	377
2022 Q1	$7.75M	Buy	+120,223	New	+$8.14M	0.09%	176
2014 Q2	–	Sell	-80,124	Closed	-$4.87M	–	361
2014 Q1	$4.87M	Buy	+80,124	New	+$4.83M	0.42%	71

Other funds holding PSP

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Clark Capital Management Group's PSP Position: Q1 2026 in Review

Clark Capital Management Group opened a new position in Invesco Global Listed Private Equity ETF (PSP) in Q1 2026: 67,215 shares worth $3.8M. The stake represents 0.02% of the portfolio and ranks #241 among its holdings. This is a return to the name: Clark Capital Management Group previously reported a position in PSP as recently as Q1 2025.

Clark Capital Management Group first reported a position in PSP in Q1 2014 and has held it in 12 quarters since. The position peaked at $8.49M in Q1 2025. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

Clark Capital Management Group held 67,215 shares of Invesco Global Listed Private Equity ETF worth $3.8M as of Q1 2026.
Invesco Global Listed Private Equity ETF was a new Clark Capital Management Group position in Q1 2026.
Invesco Global Listed Private Equity ETF made up 0.02% of Clark Capital Management Group's portfolio in Q1 2026, its #241 holding.
Clark Capital Management Group first reported a position in Invesco Global Listed Private Equity ETF in Q1 2014 and has held it in 12 quarters since.
Clark Capital Management Group's Invesco Global Listed Private Equity ETF position peaked at $8.49M in Q1 2025.
97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.