PS
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Principal Securities’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Principal Securities’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 		$328K Buy
+5,796
New +$364K ﹤0.01% 1163
2025
Q4 		– Sell
-336
Closed -$23.2K – 2968
2025
Q3 		$23.2K Sell
336
-11
-3% -$779 ﹤0.01% 2347
2025
Q2 		$23.9K Sell
347
-12
-3% -$776 ﹤0.01% 2235
2025
Q1 		$24K Hold
359
– – ﹤0.01% 2109
2024
Q4 		$24K Hold
359
– – ﹤0.01% 2104
2024
Q3 		$24.5K Sell
359
-2,867
-89% -$184K ﹤0.01% 2021
2024
Q2 		$197K Sell
3,226
-447
-12% -$28.8K 0.01% 1041
2024
Q1 		$242K Sell
3,673
-121
-3% -$7.59K 0.01% 942
2023
Q4 		$236K Buy
+3,794
New +$205K 0.01% 882

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