Dynamic Advisor Solutions’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Dynamic Advisor Solutions’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 Q3	$235K	Buy	4,169 +37	+0.9%	+$2.23K	0.01%	921
2026 Q2	$230K	Buy	4,132 +259	+7%	+$15.4K	0.01%	953
2026 Q1	$219K	Buy	3,873 +106	+3%	+$6.66K	0.01%	897
2025 Q4	$253K	Buy	3,767 +575	+18%	+$38.5K	0.01%	831
2025 Q3	$220K	Buy	+3,192	New	+$226K	0.01%	872
2023 Q1	–	Sell	-2,207	Closed	-$104K	–	791
2022 Q4	$104K	Sell	2,207 -393	-15%	-$18.5K	0.01%	692
2022 Q3	$110K	Buy	2,600 +275	+12%	+$13.8K	0.01%	652
2022 Q2	$114K	Buy	2,325 +314	+16%	+$17.6K	0.01%	678
2022 Q1	$130K	Buy	+2,011	New	+$136K	0.01%	699
2020 Q4	–	Sell	-2,300	Closed	-$125K	–	711
2020 Q3	$125K	Sell	2,300 -67	-3%	-$3.66K	0.01%	565
2020 Q2	$123K	Sell	2,367 -34	-1%	-$1.61K	0.02%	519
2020 Q1	$98K	Sell	2,401 -1,665	-41%	-$96K	0.02%	454
2019 Q4	$260K	Buy	4,066 +617	+18%	+$37.9K	0.04%	447
2019 Q3	$204K	Buy	+3,449	New	+$205K	0.03%	466

Other funds holding PSP

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BLC

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Dynamic Advisor Solutions's PSP Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Invesco Global Listed Private Equity ETF (PSP) stake by 0.9% in Q3 2026, buying an estimated $2.23K and bringing the position to 4,169 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #921.

Dynamic Advisor Solutions first reported a position in PSP in Q3 2019 and has held it in 14 quarters since. The position peaked at $260K in Q4 2019. 10 funds tracked by Wall St. Rank hold PSP as of Q3 2026.

Dynamic Advisor Solutions held 4,169 shares of Invesco Global Listed Private Equity ETF worth $235K as of Q3 2026.
Dynamic Advisor Solutions bought 37 Invesco Global Listed Private Equity ETF shares in Q3 2026, an estimated $2.23K.
Invesco Global Listed Private Equity ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #921 holding.
Dynamic Advisor Solutions first reported a position in Invesco Global Listed Private Equity ETF in Q3 2019 and has held it in 14 quarters since.
Dynamic Advisor Solutions's Invesco Global Listed Private Equity ETF position peaked at $260K in Q4 2019.
10 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.