Global Retirement Partners
PSP icon

Global Retirement Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Global Retirement 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
Q3 		$1.6M Buy
28,458
+1,042
+4% +$62.8K 0.02% 572
2026
Q2 		$1.53M Buy
+27,416
New +$1.63M 0.02% 587
2025
Q4 		$1.84M Buy
27,361
+1,676
+7% +$112K 0.03% 458
2025
Q3 		$1.77M Buy
25,685
+6,113
+31% +$433K 0.04% 389
2025
Q2 		$1.35M Buy
+19,572
New +$1.27M 0.03% 420
2024
Q4 		$1.02M Sell
15,214
-692
-4% -$47.6K 0.03% 448
2024
Q3 		$1.09M Buy
15,906
+487
+3% +$31.2K 0.03% 431
2024
Q2 		$942K Buy
15,419
+1,634
+12% +$105K 0.03% 436
2024
Q1 		$909K Sell
13,785
-22
-0.2% -$1.38K 0.03% 381
2023
Q4 		$816K Sell
13,807
-10
-0.1% -$542 0.03% 383
2023
Q3 		$692K Sell
13,817
-401
-3% -$21.5K 0.03% 370
2023
Q2 		$748K Buy
14,218
+168
+1% +$8.69K 0.04% 371
2023
Q1 		$718K Buy
14,050
+14
+0.1% +$727 0.04% 366
2022
Q4 		$662K Sell
14,036
-862
-6% -$40.7K 0.05% 327
2022
Q3 		$680K Sell
14,898
-128
-0.9% -$6.42K 0.05% 313
2022
Q2 		$738K Sell
15,026
-388
-3% -$21.8K 0.06% 292
2022
Q1 		$834K Buy
+15,414
New +$1.04M 0.07% 274
2021
Q4 		– Sell
-15,936
Closed -$1.19M – 1388
2021
Q3 		$1.19M Buy
15,936
+1,290
+9% +$103K 0.12% 168
2021
Q2 		$1.12M Buy
14,646
+223
+2% +$17.4K 0.11% 180
2021
Q1 		$1.05M Buy
14,423
+278
+2% +$19.8K 0.12% 157
2020
Q4 		$953K Buy
14,145
+640
+5% +$38.9K 0.12% 161
2020
Q3 		$734K Buy
13,505
+2,889
+27% +$158K 0.11% 184
2020
Q2 		$550K Buy
10,616
+3,882
+58% +$184K 0.09% 205
2020
Q1 		$274K Buy
6,734
+492
+8% +$28.4K 0.05% 273
2019
Q4 		$399K Buy
6,242
+311
+5% +$19.1K 0.06% 265
2019
Q3 		$351K Buy
5,931
+109
+2% +$6.49K 0.06% 266
2019
Q2 		$348K Sell
5,822
-474
-8% -$28K 0.07% 235
2019
Q1 		$360K Buy
6,296
+437
+7% +$24.3K 0.09% 202
2018
Q4 		$293K Buy
5,859
+423
+8% +$23.1K 0.07% 232
2018
Q3 		$334K Buy
5,436
+2,978
+121% +$185K 0.08% 223
2018
Q2 		$147K Buy
2,458
+462
+23% +$28.2K 0.04% 330
2018
Q1 		$120K Buy
1,996
+242
+14% +$15.4K 0.03% 350
2017
Q4 		$109K Buy
1,754
+933
+114% +$58.8K 0.03% 347
2017
Q3 		$52K Buy
821
+127
+18% +$8.01K 0.02% 430
2017
Q2 		$43K Buy
694
+61
+10% +$3.75K 0.02% 433
2017
Q1 		$37K Buy
633
+297
+88% +$17.3K 0.02% 427
2016
Q4 		$19K Buy
+336
New +$18.2K 0.01% 529

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 1-Year Est. Return

Global Retirement Partners's PSP Position: Q3 2026 in Review

Global Retirement Partners increased its Invesco Global Listed Private Equity ETF (PSP) stake by 3.8% in Q3 2026, buying an estimated $62.8K and bringing the position to 28,458 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #572.

Global Retirement Partners first reported a position in PSP in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.84M in Q4 2025. 55 funds tracked by Wall St. Rank hold PSP as of Q3 2026.

  • Global Retirement Partners held 28,458 shares of Invesco Global Listed Private Equity ETF worth $1.6M as of Q3 2026.
  • Global Retirement Partners bought 1,042 Invesco Global Listed Private Equity ETF shares in Q3 2026, an estimated $62.8K.
  • Invesco Global Listed Private Equity ETF made up 0.02% of Global Retirement Partners's portfolio in Q3 2026, its #572 holding.
  • Global Retirement Partners first reported a position in Invesco Global Listed Private Equity ETF in Q4 2016 and has held it in 37 quarters since.
  • Global Retirement Partners's Invesco Global Listed Private Equity ETF position peaked at $1.84M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.