Painted Porch Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Painted Porch Advisors’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
2025 Q4	–	Sell	-10	Closed	-$690	–	338
2025 Q3	$690	Hold	10	–	–	﹤0.01%	442
2025 Q2	$689	Hold	10	–	–	﹤0.01%	441
2025 Q1	$641	Hold	10	–	–	﹤0.01%	489
2024 Q4	$668	Hold	10	–	–	﹤0.01%	458
2024 Q3	$682	Hold	10	–	–	﹤0.01%	383
2024 Q2	$611	Buy	+10	New	+$645	﹤0.01%	356

Other funds holding PSP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Painted Porch Advisors's PSP Position: Q4 2025 in Review

Painted Porch Advisors sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2025, closing a stake of 10 shares — an estimated $690 sold.

Painted Porch Advisors first reported a position in PSP in Q2 2024 and held it in 6 quarters. The position peaked at $690 in Q3 2025. 98 funds tracked by Wall St. Rank hold PSP as of Q4 2025.

Painted Porch Advisors reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 10 Invesco Global Listed Private Equity ETF shares in Q4 2025, an estimated $690.
Painted Porch Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q2 2024 and held it in 6 quarters.
Painted Porch Advisors's Invesco Global Listed Private Equity ETF position peaked at $690 in Q3 2025.
98 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.