FFA
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Founders Financial Alliance’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Founders Financial Alliance’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 		$9.79K Buy
176
+4
+2% +$237 ﹤0.01% 692
2026
Q1 		$9.74K Buy
+172
New +$10.8K ﹤0.01% 638
2025
Q4 		– Sell
-310
Closed -$21.4K – 689
2025
Q3 		$21.4K Buy
+310
New +$22K ﹤0.01% 558
2025
Q1 		– Sell
-332
Closed -$22.2K – 644
2024
Q4 		$22.2K Sell
332
-145
-30% -$9.98K 0.01% 434
2024
Q3 		$32.5K Sell
477
-133
-22% -$8.52K 0.01% 417
2024
Q2 		$37.3K Sell
610
-32
-5% -$2.06K 0.01% 398
2024
Q1 		$42.3K Buy
642
+4
+0.6% +$251 0.01% 392
2023
Q4 		$39.7K Buy
638
+2
+0.3% +$108 0.02% 358
2023
Q3 		$32.8K Sell
636
-3
-0.5% -$161 0.01% 346
2023
Q2 		$33.6K Sell
639
-294
-32% -$15.2K 0.01% 373
2023
Q1 		$47.9K Hold
933
– – 0.02% 304
2022
Q4 		$44.1K Sell
933
-4
-0.4% -$189 0.02% 335
2022
Q3 		$40K Sell
937
-352
-27% -$17.7K 0.02% 337
2022
Q2 		$63K Buy
1,289
+172
+15% +$9.66K 0.03% 310
2022
Q1 		$72K Buy
1,117
+67
+6% +$4.54K 0.03% 288
2021
Q4 		$81K Buy
1,050
+573
+120% +$45.3K 0.03% 318
2021
Q3 		$36K Buy
477
+50
+12% +$3.98K 0.02% 348
2021
Q2 		$33K Hold
427
– – 0.02% 368
2021
Q1 		$32K Hold
427
– – 0.02% 359
2020
Q4 		$29K Hold
427
– – 0.02% 325
2020
Q3 		$23K Buy
+427
New +$23.3K 0.01% 541

Other funds holding PSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
LPL Financial
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Founders Financial Alliance's PSP Position: Q2 2026 in Review

Founders Financial Alliance increased its Invesco Global Listed Private Equity ETF (PSP) stake by 2.3% in Q2 2026, buying an estimated $237 and bringing the position to 176 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Founders Financial Alliance first reported a position in PSP in Q3 2020 and has held it in 21 quarters since. The position peaked at $81K in Q4 2021. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

  • Founders Financial Alliance held 176 shares of Invesco Global Listed Private Equity ETF worth $9.79K as of Q2 2026.
  • Founders Financial Alliance bought 4 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $237.
  • Invesco Global Listed Private Equity ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #692 holding.
  • Founders Financial Alliance first reported a position in Invesco Global Listed Private Equity ETF in Q3 2020 and has held it in 21 quarters since.
  • Founders Financial Alliance's Invesco Global Listed Private Equity ETF position peaked at $81K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.