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O'Shaughnessy Asset Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

O'Shaughnessy Asset 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 		$5.37K Sell
95
-58
-38% -$3.64K ﹤0.01% 2492
2025
Q4 		$10.3K Buy
153
+93
+155% +$6.23K ﹤0.01% 2404
2025
Q3 		$4.14K Hold
60
– – ﹤0.01% 2431
2025
Q2 		$4.13K Hold
60
– – ﹤0.01% 2239
2025
Q1 		$3.84K Hold
60
– – ﹤0.01% 2192
2024
Q4 		$4.01K Hold
60
– – ﹤0.01% 2111
2024
Q3 		$4.08K Buy
60
+24
+67% +$1.54K ﹤0.01% 2048
2024
Q2 		$2.2K Hold
36
– – ﹤0.01% 1909
2024
Q1 		$2.38K Buy
36
+18
+100% +$1.13K ﹤0.01% 1821
2023
Q4 		$1.12K Buy
+18
New +$975 ﹤0.01% 1706

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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