EverSource Wealth Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

EverSource Wealth Advisors’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	$2.85K	Buy	51 +1	+2%	+$59	﹤0.01%	3566
2026 Q1	$2.83K	Buy	+50	New	+$3.14K	﹤0.01%	3512

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 $249M 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

EverSource Wealth Advisors's PSP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Invesco Global Listed Private Equity ETF (PSP) stake by 2% in Q2 2026, buying an estimated $59 and bringing the position to 51 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3566.

EverSource Wealth Advisors first reported a position in PSP in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

EverSource Wealth Advisors held 51 shares of Invesco Global Listed Private Equity ETF worth $2.85K as of Q2 2026.
EverSource Wealth Advisors bought 1 Invesco Global Listed Private Equity ETF share in Q2 2026, an estimated $59.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3566 holding.
EverSource Wealth Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q1 2026 and has held it in 2 quarters since.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.