Private Advisory Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Private Advisory 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 Q1	–	Sell	-3,361	Closed	-$225K	–	316
2025 Q4	$225K	Buy	+3,361	New	+$225K	0.02%	231
2024 Q4	–	Sell	-2,982	Closed	-$203K	–	236
2024 Q3	$203K	Buy	+2,982	New	+$191K	0.02%	193
2021 Q1	–	Sell	-14,372	Closed	-$969K	–	145
2020 Q4	$969K	Sell	14,372 -2,151	-13%	-$131K	0.32%	55
2020 Q3	$898K	Sell	16,523 -139	-0.8%	-$7.6K	0.36%	51
2020 Q2	$863K	Sell	16,662 -741	-4%	-$35.2K	0.35%	62
2020 Q1	$707K	Sell	17,403 -357	-2%	-$20.6K	0.36%	54
2019 Q4	$1.14M	Sell	17,760 -2,069	-10%	-$127K	0.45%	51
2019 Q3	$1.17M	Buy	+19,829	New	+$1.18M	0.51%	50

Other funds holding PSP

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

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

Private Advisory Group's PSP Position: Q1 2026 in Review

Private Advisory Group sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2026, closing a stake of 3,361 shares — an estimated $225K sold.

Private Advisory Group first reported a position in PSP in Q3 2019 and held it in 8 quarters. The position peaked at $1.17M in Q3 2019. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

Private Advisory Group reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2026 after selling out during the quarter.
Private Advisory Group sold 3,361 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $225K.
Private Advisory Group first reported a position in Invesco Global Listed Private Equity ETF in Q3 2019 and held it in 8 quarters.
Private Advisory Group's Invesco Global Listed Private Equity ETF position peaked at $1.17M in Q3 2019.
97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.