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Schechter Investment Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$865K Buy
13,500
+1,093
+9% +$74.5K 0.07% 256
2024
Q4 		$828K Buy
12,407
+2,645
+27% +$182K 0.06% 278
2024
Q3 		$666K Buy
9,762
+3,121
+47% +$200K 0.05% 337
2024
Q2 		$406K Buy
+6,641
New +$429K 0.03% 416

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 $226M AUM 21.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Schechter Investment Advisors's PSP Position: Q1 2025 in Review

Schechter Investment Advisors increased its Invesco Global Listed Private Equity ETF (PSP) stake by 8.8% in Q1 2025, buying an estimated $74.5K and bringing the position to 13,500 shares worth $865K. The position accounts for 0.07% of the portfolio, ranked #256.

Schechter Investment Advisors first reported a position in PSP in Q2 2024 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold PSP as of Q1 2025.

  • Schechter Investment Advisors held 13,500 shares of Invesco Global Listed Private Equity ETF worth $865K as of Q1 2025.
  • Schechter Investment Advisors bought 1,093 Invesco Global Listed Private Equity ETF shares in Q1 2025, an estimated $74.5K.
  • Invesco Global Listed Private Equity ETF made up 0.07% of Schechter Investment Advisors's portfolio in Q1 2025, its #256 holding.
  • Schechter Investment Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q2 2024 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.