Cornerstone Planning Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Cornerstone Planning 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	$23.5K	Sell	406 -29	-7%	-$1.72K	﹤0.01%	621
2026 Q1	$26.9K	Buy	435 +38	+10%	+$2.39K	﹤0.01%	577
2025 Q4	$27.2K	Buy	397 +8	+2%	+$536	﹤0.01%	510
2025 Q3	$26.1K	Buy	389 +5	+1%	+$354	﹤0.01%	499
2025 Q2	$26.7K	Buy	384 +8	+2%	+$517	0.01%	360
2025 Q1	$23.2K	Buy	376 +1	+0.3%	+$68	0.01%	380
2024 Q4	$26.4K	Buy	375 +6	+2%	+$413	0.01%	269
2024 Q3	$25.2K	Buy	369 +3	+0.8%	+$192	0.01%	267
2024 Q2	$21.5K	Buy	+366	New	+$23.6K	0.01%	304

Other funds holding PSP

EWM

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Cornerstone Planning Group's PSP Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 6.7% in Q2 2026, selling an estimated $1.72K and leaving 406 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Cornerstone Planning Group first reported a position in PSP in Q2 2024 and has held it in 9 quarters since. The position peaked at $27.2K in Q4 2025. 49 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Cornerstone Planning Group held 406 shares of Invesco Global Listed Private Equity ETF worth $23.5K as of Q2 2026.
Cornerstone Planning Group sold 29 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $1.72K.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #621 holding.
Cornerstone Planning Group first reported a position in Invesco Global Listed Private Equity ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Invesco Global Listed Private Equity ETF position peaked at $27.2K in Q4 2025.
49 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.