Envestnet Portfolio Solutions
PSP icon

Envestnet Portfolio Solutions’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Envestnet Portfolio 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
2025
Q1 		– Sell
-7,173
Closed -$479K – 1731
2024
Q4 		$479K Sell
7,173
-188
-3% -$12.9K ﹤0.01% 1266
2024
Q3 		$502K Sell
7,361
-635
-8% -$40.7K ﹤0.01% 1205
2024
Q2 		$489K Sell
7,996
-352
-4% -$22.7K ﹤0.01% 1152
2024
Q1 		$551K Buy
8,348
+2,195
+36% +$138K ﹤0.01% 1081
2023
Q4 		$383K Sell
6,153
-1,154
-16% -$62.5K ﹤0.01% 1170
2023
Q3 		$378K Buy
+7,307
New +$392K ﹤0.01% 1112

Other funds holding PSP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions's PSP Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2025, closing a stake of 7,173 shares — an estimated $479K sold.

Envestnet Portfolio Solutions first reported a position in PSP in Q3 2023 and held it in 6 quarters. The position peaked at $551K in Q1 2024. 92 funds tracked by Wall St. Rank hold PSP as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,173 Invesco Global Listed Private Equity ETF shares in Q1 2025, an estimated $479K.
  • Envestnet Portfolio Solutions first reported a position in Invesco Global Listed Private Equity ETF in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Invesco Global Listed Private Equity ETF position peaked at $551K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.