Farther Finance Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Farther Finance 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	$1.89M	Sell	33,916 -13,762	-29%	-$817K	0.01%	775
2026 Q1	$2.71M	Buy	47,678 +1,214	+3%	+$76.2K	0.03%	529
2025 Q4	$3.12M	Buy	46,464 +280	+0.6%	+$18.8K	0.03%	443
2025 Q3	$3.19M	Buy	46,184 +35,317	+325%	+$2.5M	0.05%	320
2025 Q2	$748K	Buy	10,867 +400	+4%	+$25.9K	0.02%	721
2025 Q1	$677K	Buy	+10,467	New	+$713K	0.02%	652

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

Farther Finance Advisors's PSP Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 29% in Q2 2026, selling an estimated $817K and leaving 33,916 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #775.

Farther Finance Advisors first reported a position in PSP in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.19M in Q3 2025. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Farther Finance Advisors held 33,916 shares of Invesco Global Listed Private Equity ETF worth $1.89M as of Q2 2026.
Farther Finance Advisors sold 13,762 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $817K.
Invesco Global Listed Private Equity ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #775 holding.
Farther Finance Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's Invesco Global Listed Private Equity ETF position peaked at $3.19M in Q3 2025.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.