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 Q2	$811K	Sell	15,304 -840	-5%	-$49.9K	0.49%	35
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

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

Lugano Financial Advisors SA (LFA)'s PSP Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 5.2% in Q2 2026, selling an estimated $49.9K and leaving 15,304 shares worth $811K. The position accounts for 0.49% of the portfolio, ranked #35.

Lugano Financial Advisors SA (LFA) first reported a position in PSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.36M in Q4 2021. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 15,304 shares of Invesco Global Listed Private Equity ETF worth $811K as of Q2 2026.
Lugano Financial Advisors SA (LFA) sold 840 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $49.9K.
Invesco Global Listed Private Equity ETF made up 0.49% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #35 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 19 quarters since.
Lugano Financial Advisors SA (LFA)'s Invesco Global Listed Private Equity ETF position peaked at $6.36M in Q4 2021.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.