Founders Financial Securities
PSP icon

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
Q3 		– Sell
-3,756
Closed -$209K – 613
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

Endowment Wealth Management
Endowment Wealth Management Appleton, Wisconsin $292M AUM 11.49% 1-Year Est. Return
Aletheian Wealth Advisors
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Founders Financial Securities's PSP Position: Q3 2026 in Review

Founders Financial Securities sold out of Invesco Global Listed Private Equity ETF (PSP) in Q3 2026, closing a stake of 3,756 shares — an estimated $209K sold.

Founders Financial Securities first reported a position in PSP in Q3 2022 and held it in 15 quarters. The position peaked at $373K in Q1 2024. 52 funds tracked by Wall St. Rank hold PSP as of Q3 2026.

  • Founders Financial Securities reported no remaining Invesco Global Listed Private Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Founders Financial Securities sold 3,756 Invesco Global Listed Private Equity ETF shares in Q3 2026, an estimated $209K.
  • Founders Financial Securities first reported a position in Invesco Global Listed Private Equity ETF in Q3 2022 and held it in 15 quarters.
  • Founders Financial Securities's Invesco Global Listed Private Equity ETF position peaked at $373K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.