Simplex Trading
PSP icon

Simplex Trading’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Simplex Trading’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 		– Sell
-353
Closed -$20K – 10111
2026
Q1 		$20K Buy
+353
New +$22.2K ﹤0.01% 6789
2019
Q2 		– Sell
-110
Closed -$6K – 7635
2019
Q1 		$6K Buy
110
+3
+3% +$167 ﹤0.01% 6418
2018
Q4 		$5K Buy
+107
New +$5.85K ﹤0.01% 6230

Other funds holding PSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
LPL Financial
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Simplex Trading's PSP Position: Q2 2026 in Review

Simplex Trading sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2026, closing a stake of 353 shares — an estimated $20K sold.

Simplex Trading first reported a position in PSP in Q4 2018 and held it in 3 quarters. The position peaked at $20K in Q1 2026. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

  • Simplex Trading reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 353 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $20K.
  • Simplex Trading first reported a position in Invesco Global Listed Private Equity ETF in Q4 2018 and held it in 3 quarters.
  • Simplex Trading's Invesco Global Listed Private Equity ETF position peaked at $20K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.