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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
Q2 		$3.9M Hold
70,000
– – 0.06% 173
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
LPL Financial
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crestwood Advisors Group's PSP Position: Q2 2026 in Review

Crestwood Advisors Group held its Invesco Global Listed Private Equity ETF (PSP) position steady in Q2 2026 at 70,000 shares worth $3.9M. The position accounts for 0.06% of the portfolio, ranked #173.

Crestwood Advisors Group first reported a position in PSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.7M in Q4 2025. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

  • Crestwood Advisors Group held 70,000 shares of Invesco Global Listed Private Equity ETF worth $3.9M as of Q2 2026.
  • Crestwood Advisors Group left its Invesco Global Listed Private Equity ETF share count unchanged in Q2 2026.
  • Invesco Global Listed Private Equity ETF made up 0.06% of Crestwood Advisors Group's portfolio in Q2 2026, its #173 holding.
  • Crestwood Advisors Group first reported a position in Invesco Global Listed Private Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Crestwood Advisors Group's Invesco Global Listed Private Equity ETF position peaked at $4.7M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.