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&Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

&Partners’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 		$249K Buy
4,476
+66
+1% +$3.92K ﹤0.01% 2246
2026
Q1 		$249K Sell
4,410
-1,210
-22% -$76K ﹤0.01% 2107
2025
Q4 		$377K Buy
5,620
+1,583
+39% +$106K ﹤0.01% 1777
2025
Q3 		$279K Buy
+4,037
New +$286K ﹤0.01% 1796

Other funds holding PSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
LPL Financial
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

&Partners's PSP Position: Q2 2026 in Review

&Partners increased its Invesco Global Listed Private Equity ETF (PSP) stake by 1.5% in Q2 2026, buying an estimated $3.92K and bringing the position to 4,476 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

&Partners first reported a position in PSP in Q3 2025 and has held it in 4 quarters since. The position peaked at $377K in Q4 2025. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

  • &Partners held 4,476 shares of Invesco Global Listed Private Equity ETF worth $249K as of Q2 2026.
  • &Partners bought 66 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $3.92K.
  • Invesco Global Listed Private Equity ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2246 holding.
  • &Partners first reported a position in Invesco Global Listed Private Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • &Partners's Invesco Global Listed Private Equity ETF position peaked at $377K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.