Park Square Financial Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Park Square Financial Group’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	–	Sell	-7	Closed	-$396	–	248
2026 Q1	$396	Buy	+7	New	+$439	﹤0.01%	229
2025 Q3	–	Sell	-29	Closed	-$2K	–	782
2025 Q2	$2K	Buy	29 +12	+71%	+$776	﹤0.01%	896
2025 Q1	$1.09K	Buy	+17	New	+$1.16K	﹤0.01%	900

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

Park Square Financial Group's PSP Position: Q2 2026 in Review

Park Square Financial Group sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2026, closing a stake of 7 shares — an estimated $396 sold.

Park Square Financial Group first reported a position in PSP in Q1 2025 and held it in 3 quarters. The position peaked at $2K in Q2 2025. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Park Square Financial Group reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 7 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $396.
Park Square Financial Group first reported a position in Invesco Global Listed Private Equity ETF in Q1 2025 and held it in 3 quarters.
Park Square Financial Group's Invesco Global Listed Private Equity ETF position peaked at $2K in Q2 2025.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.