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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
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

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

&Partners's PSP Position: Q1 2026 in Review

&Partners reduced its Invesco Global Listed Private Equity ETF (PSP) stake by 22% in Q1 2026, selling an estimated $76K and leaving 4,410 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

&Partners first reported a position in PSP in Q3 2025 and has held it in 3 quarters since. The position peaked at $377K in Q4 2025. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

  • &Partners held 4,410 shares of Invesco Global Listed Private Equity ETF worth $249K as of Q1 2026.
  • &Partners sold 1,210 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $76K.
  • Invesco Global Listed Private Equity ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2107 holding.
  • &Partners first reported a position in Invesco Global Listed Private Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • &Partners's Invesco Global Listed Private Equity ETF position peaked at $377K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.