Institute for Wealth Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Institute for Wealth Management’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	$17.7K	Buy	+317	New	+$18.8K	﹤0.01%	1170
2020 Q1	–	Sell	-403	Closed	-$26K	–	607
2019 Q4	$26K	Buy	+403	New	+$24.7K	0.01%	549
2015 Q4	$1.55M	Sell	29,390 -1,429	-5%	-$77.5K	2.31%	12
2015 Q3	$1.62M	Sell	30,819 -7,022	-19%	-$396K	3.07%	15
2015 Q2	$2.19M	Buy	37,841 +3,030	+9%	+$181K	2.83%	14
2015 Q1	$1.97M	Sell	34,811 -3,927	-10%	-$221K	2.16%	14
2014 Q4	$2.13M	Sell	38,738 -10,909	-22%	-$600K	2.24%	16
2014 Q3	$2.76M	Sell	49,647 -4,479	-8%	-$265K	2.63%	13
2014 Q2	$3.34M	Buy	54,126 +4,951	+10%	+$297K	2.89%	13
2014 Q1	$2.99M	Sell	49,175 -9,277	-16%	-$559K	2.56%	12
2013 Q4	$3.54M	Sell	58,452 -7,532	-11%	-$453K	2.55%	13
2013 Q3	$3.79M	Sell	65,984 -11,249	-15%	-$650K	2.61%	18
2013 Q2	$4.21M	Buy	+77,233	New	+$4.42M	3.38%	10

Other funds holding PSP

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

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Institute for Wealth Management's PSP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Global Listed Private Equity ETF (PSP) in Q2 2026: 317 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #1170 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PSP as recently as Q4 2019.

Institute for Wealth Management first reported a position in PSP in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.21M in Q2 2013. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Institute for Wealth Management held 317 shares of Invesco Global Listed Private Equity ETF worth $17.7K as of Q2 2026.
Invesco Global Listed Private Equity ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1170 holding.
Institute for Wealth Management first reported a position in Invesco Global Listed Private Equity ETF in Q2 2013 and has held it in 13 quarters since.
Institute for Wealth Management's Invesco Global Listed Private Equity ETF position peaked at $4.21M in Q2 2013.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.