Legacy Capital Wealth Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Legacy Capital Wealth Partners’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	$324K	Sell	5,813 -2,096	-27%	-$124K	0.06%	284
2026 Q1	$447K	Sell	7,909 -4,814	-38%	-$302K	0.09%	221
2025 Q4	$853K	Buy	12,723 +444	+4%	+$29.7K	0.18%	119
2025 Q3	$848K	Sell	12,279 -699	-5%	-$49.5K	0.18%	112
2025 Q2	$894K	Sell	12,978 -2,547	-16%	-$165K	0.2%	99
2025 Q1	$995K	Sell	15,525 -6,525	-30%	-$444K	0.24%	79
2024 Q4	$1.47M	Buy	22,050 +189	+0.9%	+$13K	0.36%	54
2024 Q3	$1.49M	Buy	+21,861	New	+$1.4M	0.3%	67

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

Legacy Capital Wealth Partners's PSP Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 27% in Q2 2026, selling an estimated $124K and leaving 5,813 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #284.

Legacy Capital Wealth Partners first reported a position in PSP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q3 2024. 95 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Legacy Capital Wealth Partners held 5,813 shares of Invesco Global Listed Private Equity ETF worth $324K as of Q2 2026.
Legacy Capital Wealth Partners sold 2,096 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $124K.
Invesco Global Listed Private Equity ETF made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #284 holding.
Legacy Capital Wealth Partners first reported a position in Invesco Global Listed Private Equity ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Capital Wealth Partners's Invesco Global Listed Private Equity ETF position peaked at $1.49M in Q3 2024.
95 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.