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Lugano Financial Advisors SA (LFA)’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$912K Buy
16,144
+238
+1% +$14.9K 0.46% 36
2025
Q4 		$1.07M Sell
15,906
-516
-3% -$34.6K 0.55% 36
2025
Q3 		$1.13M Sell
16,422
-1,153
-7% -$81.7K 0.6% 33
2025
Q2 		$1.21M Buy
17,575
+3,823
+28% +$247K 0.72% 30
2025
Q1 		$881K Sell
13,752
-472
-3% -$32.2K 0.6% 36
2024
Q4 		$950K Sell
14,224
-1,108
-7% -$76.3K 0.62% 35
2024
Q3 		$1.05M Buy
15,332
+2,722
+22% +$174K 0.71% 31
2024
Q2 		$770K Sell
12,610
-3,875
-24% -$250K 0.59% 33
2024
Q1 		$1.09M Sell
16,485
-2,189
-12% -$137K 0.79% 31
2023
Q4 		$1.16M Sell
18,674
-8,384
-31% -$454K 0.91% 30
2023
Q3 		$1.4M Sell
27,058
-29,263
-52% -$1.57M 1.2% 23
2023
Q2 		$2.96M Buy
56,321
+877
+2% +$45.4K 1.97% 18
2023
Q1 		$2.8M Sell
55,444
-1,836
-3% -$95.3K 2.12% 19
2022
Q4 		$2.7M Sell
57,280
-2,734
-5% -$129K 2% 18
2022
Q3 		$2.54M Buy
60,014
+1,357
+2% +$68.1K 1.99% 19
2022
Q2 		$2.88M Sell
58,657
-890
-1% -$50K 2.01% 19
2022
Q1 		$3.84M Sell
59,547
-22,710
-28% -$1.54M 2.57% 14
2021
Q4 		$6.36M Buy
+82,257
New +$6.51M 3.67% 9

Other funds holding PSP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Envestnet Asset Management
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

Lugano Financial Advisors SA (LFA)'s PSP Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Invesco Global Listed Private Equity ETF (PSP) stake by 1.5% in Q1 2026, buying an estimated $14.9K and bringing the position to 16,144 shares worth $912K. The position accounts for 0.46% of the portfolio, ranked #36.

Lugano Financial Advisors SA (LFA) first reported a position in PSP in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.36M in Q4 2021. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 16,144 shares of Invesco Global Listed Private Equity ETF worth $912K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) bought 238 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $14.9K.
  • Invesco Global Listed Private Equity ETF made up 0.46% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #36 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Invesco Global Listed Private Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Invesco Global Listed Private Equity ETF position peaked at $6.36M in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.