Darwin Wealth Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Darwin Wealth Management’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	$1.13M	Buy	20,341 +1,186	+6%	+$70.4K	0.31%	77
2026 Q1	$1.08M	Sell	19,155 -192	-1%	-$12.1K	0.34%	76
2025 Q4	$1.3M	Buy	19,347 +1,150	+6%	+$77K	0.4%	68
2025 Q3	$1.26M	Buy	18,197 +928	+5%	+$65.7K	0.4%	67
2025 Q2	$1.19M	Buy	17,269 +4,157	+32%	+$269K	0.41%	67
2025 Q1	$876K	Hold	13,112	–	–	0.29%	78
2024 Q4	$876K	Sell	13,112 -3,085	-19%	-$212K	0.29%	78
2024 Q3	$1.1M	Sell	16,197 -3,513	-18%	-$225K	0.3%	73
2024 Q2	$1.2M	Sell	19,710 -746	-4%	-$48.1K	0.6%	42
2024 Q1	$1.35M	Sell	20,456 -2,630	-11%	-$165K	0.38%	71
2023 Q4	$1.44M	Sell	23,086 -2,058	-8%	-$111K	0.39%	69
2023 Q3	$1.3M	Sell	25,144 -1,384	-5%	-$74.3K	0.35%	73
2023 Q2	$1.4M	Sell	26,528 -1,164	-4%	-$60.2K	0.36%	70
2023 Q1	$1.42M	Sell	27,692 -9,017	-25%	-$468K	0.38%	62
2022 Q4	$1.94M	Sell	36,709 -1,561	-4%	-$73.6K	0.5%	47
2022 Q3	$1.66M	Sell	38,270 -2,677	-7%	-$134K	0.41%	59
2022 Q2	$2.16M	Buy	40,947 +14,037	+52%	+$788K	0.44%	57
2022 Q1	$1.73M	Buy	26,910 +8,059	+43%	+$546K	0.28%	67
2021 Q4	$1.35M	Buy	18,851 +6,191	+49%	+$490K	0.21%	77
2021 Q3	$948K	Buy	12,660 +4,432	+54%	+$353K	0.15%	88
2021 Q2	$630K	Buy	+8,228	New	+$640K	0.1%	105

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

Darwin Wealth Management's PSP Position: Q2 2026 in Review

Darwin Wealth Management increased its Invesco Global Listed Private Equity ETF (PSP) stake by 6.2% in Q2 2026, buying an estimated $70.4K and bringing the position to 20,341 shares worth $1.13M. The position accounts for 0.31% of the portfolio, ranked #77.

Darwin Wealth Management first reported a position in PSP in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.16M in Q2 2022. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Darwin Wealth Management held 20,341 shares of Invesco Global Listed Private Equity ETF worth $1.13M as of Q2 2026.
Darwin Wealth Management bought 1,186 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $70.4K.
Invesco Global Listed Private Equity ETF made up 0.31% of Darwin Wealth Management's portfolio in Q2 2026, its #77 holding.
Darwin Wealth Management first reported a position in Invesco Global Listed Private Equity ETF in Q2 2021 and has held it in 21 quarters since.
Darwin Wealth Management's Invesco Global Listed Private Equity ETF position peaked at $2.16M in Q2 2022.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.