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HighPoint Advisor Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

HighPoint Advisor Group’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 		$276K Buy
4,955
+730
+17% +$43.3K 0.01% 597
2026
Q1 		$239K Buy
4,225
+656
+18% +$41.2K 0.01% 588
2025
Q4 		$239K Buy
+3,569
New +$239K 0.01% 957

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

HighPoint Advisor Group's PSP Position: Q2 2026 in Review

HighPoint Advisor Group increased its Invesco Global Listed Private Equity ETF (PSP) stake by 17% in Q2 2026, buying an estimated $43.3K and bringing the position to 4,955 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #597.

HighPoint Advisor Group first reported a position in PSP in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

  • HighPoint Advisor Group held 4,955 shares of Invesco Global Listed Private Equity ETF worth $276K as of Q2 2026.
  • HighPoint Advisor Group bought 730 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $43.3K.
  • Invesco Global Listed Private Equity ETF made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #597 holding.
  • HighPoint Advisor Group first reported a position in Invesco Global Listed Private Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.