Northwestern Mutual Wealth Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Northwestern Mutual Wealth Management’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	$540K	Buy	9,559 +8,409	+731%	+$528K	﹤0.01%	1545
2025 Q4	$77.1K	Buy	1,150 +912	+383%	+$61.1K	﹤0.01%	2241
2025 Q3	$16.4K	Buy	+238	New	+$16.9K	﹤0.01%	2737
2025 Q1	–	Sell	-655	Closed	-$43.7K	–	3893
2024 Q4	$43.7K	Hold	655	–	–	﹤0.01%	2225
2024 Q3	$44.7K	Hold	655	–	–	﹤0.01%	2199
2024 Q2	$40K	Buy	+655	New	+$42.3K	﹤0.01%	2161
2021 Q2	–	Sell	-29	Closed	-$2K	–	3129
2021 Q1	$2K	Buy	29 +17	+142%	+$1.21K	﹤0.01%	2621
2020 Q4	$1K	Sell	12 -52	-81%	-$3.16K	﹤0.01%	2628
2020 Q3	$3K	Buy	64 +19	+42%	+$1.04K	﹤0.01%	2288
2020 Q2	$2K	Sell	45 -397	-90%	-$18.8K	﹤0.01%	2234
2020 Q1	$18K	Buy	442 +341	+338%	+$19.7K	﹤0.01%	1734
2019 Q4	$6K	Sell	101 -10	-9%	-$614	﹤0.01%	2036
2019 Q3	$7K	Buy	111 +51	+85%	+$3.04K	﹤0.01%	2010
2019 Q2	$4K	Buy	60 +18	+43%	+$1.06K	﹤0.01%	2176
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	2330
2018 Q4	$2K	Sell	42 -447	-91%	-$24.4K	﹤0.01%	2212
2018 Q3	$30K	Hold	489	–	–	﹤0.01%	1500
2018 Q2	$29K	Buy	489 +1	+0.2%	+$61	﹤0.01%	1463
2018 Q1	$29K	Buy	488 +41	+9%	+$2.61K	﹤0.01%	1400
2017 Q4	$28K	Hold	447	–	–	﹤0.01%	1392
2017 Q3	$28K	Hold	447	–	–	﹤0.01%	1351
2017 Q2	$28K	Hold	447	–	–	﹤0.01%	1274
2017 Q1	$26K	Hold	447	–	–	﹤0.01%	1243
2016 Q4	$25K	Buy	+447	New	+$24.2K	﹤0.01%	1279
2015 Q4	–	Sell	-80	Closed	-$4K	–	1787
2015 Q3	$4K	Buy	+80	New	+$4.51K	﹤0.01%	1311
2015 Q1	–	Sell	-20	Closed	-$1K	–	1761
2014 Q4	$1K	Buy	+20	New	+$1.1K	﹤0.01%	1641
2014 Q1	–	Sell	-260	Closed	-$16K	–	1426
2013 Q4	$16K	Buy	260 +232	+829%	+$14K	﹤0.01%	828
2013 Q3	$2K	Buy	+28	New	+$1.62K	﹤0.01%	1207

Other funds holding PSP

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

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

Northwestern Mutual Wealth Management's PSP Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco Global Listed Private Equity ETF (PSP) stake by 731% in Q1 2026, buying an estimated $528K and bringing the position to 9,559 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Northwestern Mutual Wealth Management first reported a position in PSP in Q3 2013 and has held it in 28 quarters since. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

Northwestern Mutual Wealth Management held 9,559 shares of Invesco Global Listed Private Equity ETF worth $540K as of Q1 2026.
Northwestern Mutual Wealth Management bought 8,409 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $528K.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1545 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco Global Listed Private Equity ETF in Q3 2013 and has held it in 28 quarters since.
97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.