FPCP
PSP icon

Fort Point Capital Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Fort Point Capital Partners’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 		$302K Sell
5,338
-2,218
-29% -$139K 0.04% 185
2025
Q4 		$529K Buy
7,556
+2,218
+42% +$149K 0.06% 144
2025
Q3 		$368K Hold
5,338
– – 0.04% 170
2025
Q2 		$368K Buy
+5,338
New +$345K 0.03% 257

Other funds holding PSP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Envestnet Asset Management
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

Fort Point Capital Partners's PSP Position: Q1 2026 in Review

Fort Point Capital Partners reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 29% in Q1 2026, selling an estimated $139K and leaving 5,338 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #185.

Fort Point Capital Partners first reported a position in PSP in Q2 2025 and has held it in 4 quarters since. The position peaked at $529K in Q4 2025. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

  • Fort Point Capital Partners held 5,338 shares of Invesco Global Listed Private Equity ETF worth $302K as of Q1 2026.
  • Fort Point Capital Partners sold 2,218 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $139K.
  • Invesco Global Listed Private Equity ETF made up 0.04% of Fort Point Capital Partners's portfolio in Q1 2026, its #185 holding.
  • Fort Point Capital Partners first reported a position in Invesco Global Listed Private Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Fort Point Capital Partners's Invesco Global Listed Private Equity ETF position peaked at $529K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.