Jones Financial Companies
PSP icon

Jones Financial Companies’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Jones Financial Companies’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 		– Sell
-526
Closed -$28.7K – 5136
2026
Q1 		$28.7K Buy
526
+505
+2,405% +$31.7K ﹤0.01% 3148
2025
Q4 		$1.41K Buy
+21
New +$1.41K ﹤0.01% 3931

Other funds holding PSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
LPL Financial
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Jones Financial Companies's PSP Position: Q2 2026 in Review

Jones Financial Companies sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2026, closing a stake of 526 shares — an estimated $28.7K sold.

Jones Financial Companies first reported a position in PSP in Q4 2025 and held it in 2 quarters. The position peaked at $28.7K in Q1 2026. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

  • Jones Financial Companies reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 526 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $28.7K.
  • Jones Financial Companies first reported a position in Invesco Global Listed Private Equity ETF in Q4 2025 and held it in 2 quarters.
  • Jones Financial Companies's Invesco Global Listed Private Equity ETF position peaked at $28.7K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.