Independent Financial Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Independent Financial 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
2025 Q4	–	Sell	-3,972	Closed	-$274K	–	1472
2025 Q3	$274K	Sell	3,972 -4,095	-51%	-$290K	0.01%	1131
2025 Q2	$555K	Sell	8,067 -658	-8%	-$42.5K	0.02%	734
2025 Q1	$559K	Sell	8,725 -8,885	-50%	-$605K	0.02%	668
2024 Q4	$1.18M	Buy	+17,610	New	+$1.21M	0.04%	429
2024 Q3	–	Sell	-19,010	Closed	-$1.16M	–	1183
2024 Q2	$1.16M	Buy	+19,010	New	+$1.23M	0.05%	367
2023 Q3	–	Sell	-3,360	Closed	-$177K	–	939
2023 Q2	$177K	Sell	3,360 -460	-12%	-$23.8K	0.01%	824
2023 Q1	$193K	Buy	+3,820	New	+$198K	0.02%	775
2022 Q3	–	Sell	-12,621	Closed	-$620K	–	774
2022 Q2	$620K	Buy	+12,621	New	+$709K	0.07%	321
2020 Q3	–	Sell	-8,744	Closed	-$453K	–	533
2020 Q2	$453K	Buy	8,744 +5,619	+180%	+$267K	0.1%	238
2020 Q1	$127K	Buy	+3,125	New	+$180K	0.04%	369

Other funds holding PSP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Independent Financial Group's PSP Position: Q4 2025 in Review

Independent Financial Group sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2025, closing a stake of 3,972 shares — an estimated $274K sold.

Independent Financial Group first reported a position in PSP in Q1 2020 and held it in 10 quarters. The position peaked at $1.18M in Q4 2024. 99 funds tracked by Wall St. Rank hold PSP as of Q4 2025.

Independent Financial Group reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2025 after selling out during the quarter.
Independent Financial Group sold 3,972 Invesco Global Listed Private Equity ETF shares in Q4 2025, an estimated $274K.
Independent Financial Group first reported a position in Invesco Global Listed Private Equity ETF in Q1 2020 and held it in 10 quarters.
Independent Financial Group's Invesco Global Listed Private Equity ETF position peaked at $1.18M in Q4 2024.
99 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.