Provident Wealth Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Provident Wealth Management’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	$153K	Buy	+2,749	New	+$163K	0.04%	102

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

Provident Wealth Management's PSP Position: Q2 2026 in Review

Provident Wealth Management opened a new position in Invesco Global Listed Private Equity ETF (PSP) in Q2 2026: 2,749 shares worth $153K. The stake represents 0.04% of the portfolio and ranks #102 among its holdings.

95 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Provident Wealth Management held 2,749 shares of Invesco Global Listed Private Equity ETF worth $153K as of Q2 2026.
Invesco Global Listed Private Equity ETF was a new Provident Wealth Management position in Q2 2026.
Invesco Global Listed Private Equity ETF made up 0.04% of Provident Wealth Management's portfolio in Q2 2026, its #102 holding.
95 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.