Crestwood Advisors Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Crestwood Advisors 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	$3.96M	Hold	70,000	–	–	0.07%	163
2025 Q4	$4.7M	Buy	+70,000	New	+$4.69M	0.08%	140

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Crestwood Advisors Group's PSP Position: Q1 2026 in Review

Crestwood Advisors Group held its Invesco Global Listed Private Equity ETF (PSP) position steady in Q1 2026 at 70,000 shares worth $3.96M. The position accounts for 0.07% of the portfolio, ranked #163.

Crestwood Advisors Group first reported a position in PSP in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.7M in Q4 2025. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

Crestwood Advisors Group held 70,000 shares of Invesco Global Listed Private Equity ETF worth $3.96M as of Q1 2026.
Crestwood Advisors Group left its Invesco Global Listed Private Equity ETF share count unchanged in Q1 2026.
Invesco Global Listed Private Equity ETF made up 0.07% of Crestwood Advisors Group's portfolio in Q1 2026, its #163 holding.
Crestwood Advisors Group first reported a position in Invesco Global Listed Private Equity ETF in Q4 2025 and has held it in 2 quarters since.
Crestwood Advisors Group's Invesco Global Listed Private Equity ETF position peaked at $4.7M in Q4 2025.
97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.