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

Founders Financial Securities’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	$209K	Sell	3,756 -228	-6%	-$13.5K	0.01%	528
2026 Q1	$229K	Hold	3,984	–	–	0.01%	496
2025 Q4	$267K	Hold	3,984	–	–	0.02%	499
2025 Q3	$275K	Hold	3,984	–	–	0.02%	435
2025 Q2	$274K	Hold	3,984	–	–	0.02%	434
2025 Q1	$255K	Sell	3,984 -559	-12%	-$38.1K	0.02%	416
2024 Q4	$303K	Sell	4,543 -485	-10%	-$33.4K	0.03%	376
2024 Q3	$343K	Sell	5,028 -100	-2%	-$6.41K	0.03%	330
2024 Q2	$313K	Sell	5,128 -532	-9%	-$34.3K	0.03%	340
2024 Q1	$373K	Buy	5,660 +137	+2%	+$8.6K	0.04%	294
2023 Q4	$344K	Sell	5,523 -60	-1%	-$3.25K	0.04%	287
2023 Q3	$288K	Buy	+5,583	New	+$300K	0.04%	270
2023 Q2	–	Sell	-5,963	Closed	-$301K	–	331
2023 Q1	$301K	Sell	5,963 -155	-3%	-$8.04K	0.04%	259
2022 Q4	$289K	Buy	6,118 +155	+3%	+$7.31K	0.05%	260
2022 Q3	$252K	Buy	+5,963	New	+$299K	0.04%	256

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

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

Founders Financial Securities reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 5.7% in Q2 2026, selling an estimated $13.5K and leaving 3,756 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #528.

Founders Financial Securities first reported a position in PSP in Q3 2022 and has held it in 15 quarters since. The position peaked at $373K in Q1 2024. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Founders Financial Securities held 3,756 shares of Invesco Global Listed Private Equity ETF worth $209K as of Q2 2026.
Founders Financial Securities sold 228 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $13.5K.
Invesco Global Listed Private Equity ETF made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #528 holding.
Founders Financial Securities first reported a position in Invesco Global Listed Private Equity ETF in Q3 2022 and has held it in 15 quarters since.
Founders Financial Securities's Invesco Global Listed Private Equity ETF position peaked at $373K in Q1 2024.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.