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

Integrated Wealth Concepts’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 Q1	$250K	Buy	4,427 +956	+28%	+$60K	﹤0.01%	1968
2025 Q4	$233K	Buy	+3,471	New	+$232K	﹤0.01%	1446

Other funds holding PSP

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Integrated Wealth Concepts's PSP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Invesco Global Listed Private Equity ETF (PSP) stake by 28% in Q1 2026, buying an estimated $60K and bringing the position to 4,427 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Integrated Wealth Concepts first reported a position in PSP in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

Integrated Wealth Concepts held 4,427 shares of Invesco Global Listed Private Equity ETF worth $250K as of Q1 2026.
Integrated Wealth Concepts bought 956 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $60K.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1968 holding.
Integrated Wealth Concepts first reported a position in Invesco Global Listed Private Equity ETF in Q4 2025 and has held it in 2 quarters since.
97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.