Janney Montgomery Scott
PSP icon

Janney Montgomery Scott’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Janney Montgomery Scott’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 		– Sell
-6,391
Closed -$429K – 2992
2025
Q4 		$429K Sell
6,391
-411
-6% -$27.5K ﹤0.01% 2306
2025
Q3 		$469K Sell
6,802
-862
-11% -$61.1K ﹤0.01% 2186
2025
Q2 		$528K Buy
7,664
+510
+7% +$33K ﹤0.01% 1966
2025
Q1 		$458K Buy
7,154
+3,140
+78% +$214K ﹤0.01% 2043
2024
Q4 		$268K Buy
+4,014
New +$276K ﹤0.01% 2380
2018
Q4 		– Sell
-4,537
Closed -$279K – 2031
2018
Q3 		$279K Buy
4,537
+80
+2% +$4.98K ﹤0.01% 1763
2018
Q2 		$267K Hold
4,457
– – ﹤0.01% 1711
2018
Q1 		$268K Buy
4,457
+1,218
+38% +$77.6K ﹤0.01% 1658
2017
Q4 		$202K Buy
3,239
+608
+23% +$38.3K ﹤0.01% 1799
2017
Q3 		$167K Buy
+2,631
New +$166K ﹤0.01% 1736
2016
Q4 		– Sell
-3,018
Closed -$164K – 1716
2016
Q3 		$164K Buy
+3,018
New +$161K ﹤0.01% 1433
2016
Q2 		– Sell
-8,041
Closed -$415K – 1051
2016
Q1 		$415K Sell
8,041
-4,572
-36% -$221K 0.01% 844
2015
Q4 		$663K Sell
12,613
-2,306
-15% -$125K 0.02% 684
2015
Q3 		$783K Sell
14,919
-699
-4% -$39.4K 0.02% 623
2015
Q2 		$905K Buy
15,618
+298
+2% +$17.8K 0.02% 838
2015
Q1 		$866K Sell
15,320
-1,253
-8% -$70.4K 0.02% 976
2014
Q4 		$910K Sell
16,573
-10,205
-38% -$562K 0.02% 918
2014
Q3 		$1.49M Buy
26,778
+9,120
+52% +$539K 0.03% 647
2014
Q2 		$1.09M Buy
17,658
+4,714
+36% +$283K 0.02% 778
2014
Q1 		$786K Buy
12,944
+6,146
+90% +$370K 0.02% 860
2013
Q4 		$411K Buy
6,798
+1,504
+28% +$90.5K 0.01% 1214
2013
Q3 		$304K Buy
+5,294
New +$306K 0.01% 1327

Other funds holding PSP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Janney Montgomery Scott's PSP Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2026, closing a stake of 6,391 shares — an estimated $429K sold.

Janney Montgomery Scott first reported a position in PSP in Q3 2013 and held it in 22 quarters. The position peaked at $1.49M in Q3 2014. 99 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

  • Janney Montgomery Scott reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 6,391 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $429K.
  • Janney Montgomery Scott first reported a position in Invesco Global Listed Private Equity ETF in Q3 2013 and held it in 22 quarters.
  • Janney Montgomery Scott's Invesco Global Listed Private Equity ETF position peaked at $1.49M in Q3 2014.
  • 99 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.