Comprehensive Money Management Services’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Comprehensive Money Management Services’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	$200K	Sell	3,593 -72	-2%	-$4.27K	0.13%	195
2026 Q1	$207K	Sell	3,665 -680	-16%	-$42.7K	0.14%	186
2025 Q4	$291K	Hold	4,345	–	–	0.2%	151
2025 Q3	$300K	Sell	4,345 -10	-0.2%	-$708	0.21%	147
2025 Q2	$300K	Hold	4,355	–	–	0.23%	138
2025 Q1	$279K	Hold	4,355	–	–	0.23%	143
2024 Q4	$291K	Buy	+4,355	New	+$300K	0.24%	132

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

Comprehensive Money Management Services's PSP Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 2% in Q2 2026, selling an estimated $4.27K and leaving 3,593 shares worth $200K. The position accounts for 0.13% of the portfolio, ranked #195.

Comprehensive Money Management Services first reported a position in PSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q3 2025. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Comprehensive Money Management Services held 3,593 shares of Invesco Global Listed Private Equity ETF worth $200K as of Q2 2026.
Comprehensive Money Management Services sold 72 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $4.27K.
Invesco Global Listed Private Equity ETF made up 0.13% of Comprehensive Money Management Services's portfolio in Q2 2026, its #195 holding.
Comprehensive Money Management Services first reported a position in Invesco Global Listed Private Equity ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's Invesco Global Listed Private Equity ETF position peaked at $300K in Q3 2025.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.