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

Larson 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
2026 Q2	$297K	Buy	5,328 +403	+8%	+$23.9K	0.01%	709
2026 Q1	$278K	Buy	4,925 +569	+13%	+$35.7K	0.01%	625
2025 Q4	$292K	Buy	4,356 +59	+1%	+$3.95K	0.01%	608
2025 Q3	$297K	Buy	4,297 +494	+13%	+$35K	0.01%	604
2025 Q2	$262K	Buy	3,803 +297	+8%	+$19.2K	0.01%	606
2025 Q1	$225K	Buy	3,506 +177	+5%	+$12.1K	0.01%	609
2024 Q4	$222K	Buy	3,329 +59	+2%	+$4.06K	0.01%	548
2024 Q3	$223K	Buy	3,270 +193	+6%	+$12.4K	0.01%	546
2024 Q2	$188K	Buy	3,077 +146	+5%	+$9.42K	0.01%	482
2024 Q1	$193K	Buy	2,931 +205	+8%	+$12.9K	0.01%	418
2023 Q4	$170K	Buy	2,726 +184	+7%	+$9.96K	0.01%	389
2023 Q3	$131K	Buy	2,542 +284	+13%	+$15.2K	0.01%	404
2023 Q2	$119K	Buy	2,258 +251	+13%	+$13K	0.01%	403
2023 Q1	$101K	Buy	2,007 +88	+5%	+$4.57K	0.01%	431
2022 Q4	$90.6K	Buy	1,919 +10	+0.5%	+$472	0.01%	420
2022 Q3	$81K	Buy	1,909 +1,880	+6,483%	+$94.3K	0.01%	389
2022 Q2	$1K	Buy	+29	New	+$1.63K	﹤0.01%	1134

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

Larson Financial Group's PSP Position: Q2 2026 in Review

Larson Financial Group increased its Invesco Global Listed Private Equity ETF (PSP) stake by 8.2% in Q2 2026, buying an estimated $23.9K and bringing the position to 5,328 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #709.

Larson Financial Group first reported a position in PSP in Q2 2022 and has held it in 17 quarters since. 95 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Larson Financial Group held 5,328 shares of Invesco Global Listed Private Equity ETF worth $297K as of Q2 2026.
Larson Financial Group bought 403 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $23.9K.
Invesco Global Listed Private Equity ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #709 holding.
Larson Financial Group first reported a position in Invesco Global Listed Private Equity ETF in Q2 2022 and has held it in 17 quarters since.
95 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

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