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 Q2	–	Sell	-67,215	Closed	-$3.8M	–	579
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

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

Clark Capital Management Group's PSP Position: Q2 2026 in Review

Clark Capital Management Group sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2026, closing a stake of 67,215 shares — an estimated $3.8M sold.

Clark Capital Management Group first reported a position in PSP in Q1 2014 and held it in 12 quarters. The position peaked at $8.49M in Q1 2025. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Clark Capital Management Group reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2026 after selling out during the quarter.
Clark Capital Management Group sold 67,215 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $3.8M.
Clark Capital Management Group first reported a position in Invesco Global Listed Private Equity ETF in Q1 2014 and held it in 12 quarters.
Clark Capital Management Group's Invesco Global Listed Private Equity ETF position peaked at $8.49M in Q1 2025.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.