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Holos Integrated Wealth’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Holos Integrated Wealth’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
2025
Q1 		– Sell
-20
Closed -$1.33K – 322
2024
Q4 		$1.33K Buy
+20
New +$1.38K ﹤0.01% 285

Other funds holding PSP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Holos Integrated Wealth's PSP Position: Q1 2025 in Review

Holos Integrated Wealth sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2025, closing a stake of 20 shares — an estimated $1.33K sold.

Holos Integrated Wealth first reported a position in PSP in Q4 2024 and held it in 1 quarter. The position peaked at $1.33K in Q4 2024. 92 funds tracked by Wall St. Rank hold PSP as of Q1 2025.

  • Holos Integrated Wealth reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Holos Integrated Wealth sold 20 Invesco Global Listed Private Equity ETF shares in Q1 2025, an estimated $1.33K.
  • Holos Integrated Wealth first reported a position in Invesco Global Listed Private Equity ETF in Q4 2024 and held it in 1 quarter.
  • Holos Integrated Wealth's Invesco Global Listed Private Equity ETF position peaked at $1.33K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2025.

Based on Holos Integrated Wealth's 13F filing for Q1 2025, filed 8 Aug 2025.