Raymond James Financial
PSP icon

Raymond James Financial’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Raymond James Financial’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 		$19.8M Buy
350,664
+62,773
+22% +$3.94M 0.01% 1479
2025
Q4 		$19.3M Buy
287,891
+228,933
+388% +$15.3M 0.01% 1468
2025
Q3 		$4.07M Buy
58,958
+26,845
+84% +$1.9M ﹤0.01% 2615
2025
Q2 		$2.21M Buy
32,113
+2,876
+10% +$186K ﹤0.01% 3000
2025
Q1 		$1.87M Sell
29,237
-9,541
-25% -$650K ﹤0.01% 3032
2024
Q4 		$2.59M Buy
+38,778
New +$2.67M ﹤0.01% 2789

Other funds holding PSP

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 $259M AUM 15.06% 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 $445B AUM 25.58% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Raymond James Financial's PSP Position: Q1 2026 in Review

Raymond James Financial increased its Invesco Global Listed Private Equity ETF (PSP) stake by 22% in Q1 2026, buying an estimated $3.94M and bringing the position to 350,664 shares worth $19.8M. The position accounts for 0.01% of the portfolio, ranked #1479.

Raymond James Financial first reported a position in PSP in Q4 2024 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

  • Raymond James Financial held 350,664 shares of Invesco Global Listed Private Equity ETF worth $19.8M as of Q1 2026.
  • Raymond James Financial bought 62,773 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $3.94M.
  • Invesco Global Listed Private Equity ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1479 holding.
  • Raymond James Financial first reported a position in Invesco Global Listed Private Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.