Equitable Holdings’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Equitable Holdings’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	$449K	Buy	6,698 +572	+9%	+$35.9K	﹤0.01%	1292
2025 Q4	$411K	Buy	6,126 +1,279	+26%	+$85.7K	﹤0.01%	1183
2025 Q3	$335K	Buy	4,847 +1,006	+26%	+$71.3K	﹤0.01%	1215
2025 Q2	$264K	Buy	3,841 +474	+14%	+$30.6K	﹤0.01%	1243
2025 Q1	$216K	Buy	+3,367	New	+$229K	﹤0.01%	1221
2023 Q3	–	Sell	-3,775	Closed	-$199K	–	1096
2023 Q2	$199K	Sell	3,775 -165	-4%	-$8.54K	﹤0.01%	990
2023 Q1	$199K	Sell	3,940 -223	-5%	-$11.6K	﹤0.01%	928
2022 Q4	$197K	Buy	4,163 +65	+2%	+$3.07K	﹤0.01%	861
2022 Q3	$173K	Buy	4,098 +224	+6%	+$11.2K	﹤0.01%	831
2022 Q2	$190K	Buy	3,874 +131	+3%	+$7.36K	﹤0.01%	821
2022 Q1	$241K	Buy	+3,743	New	+$253K	﹤0.01%	784

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

CCMG

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

Equitable Holdings's PSP Position: Q1 2026 in Review

Equitable Holdings increased its Invesco Global Listed Private Equity ETF (PSP) stake by 9.3% in Q1 2026, buying an estimated $35.9K and bringing the position to 6,698 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Equitable Holdings first reported a position in PSP in Q1 2022 and has held it in 11 quarters since. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

Equitable Holdings held 6,698 shares of Invesco Global Listed Private Equity ETF worth $449K as of Q1 2026.
Equitable Holdings bought 572 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $35.9K.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1292 holding.
Equitable Holdings first reported a position in Invesco Global Listed Private Equity ETF in Q1 2022 and has held it in 11 quarters since.
97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.