Sterling Investment Advisors (Pennsylvania)’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$266K	Hold	4,700	–	–	0.05%	180
2025 Q4	$315K	Hold	4,700	–	–	0.06%	167
2025 Q3	$324K	Hold	4,700	–	–	0.06%	154
2025 Q2	$324K	Hold	4,700	–	–	0.07%	148
2025 Q1	$301K	Buy	+4,700	New	+$320K	0.07%	150

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

Sterling Investment Advisors (Pennsylvania)'s PSP Position: Q1 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Invesco Global Listed Private Equity ETF (PSP) position steady in Q1 2026 at 4,700 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #180.

Sterling Investment Advisors (Pennsylvania) first reported a position in PSP in Q1 2025 and has held it in 5 quarters since. The position peaked at $324K in Q3 2025. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

Sterling Investment Advisors (Pennsylvania) held 4,700 shares of Invesco Global Listed Private Equity ETF worth $266K as of Q1 2026.
Sterling Investment Advisors (Pennsylvania) left its Invesco Global Listed Private Equity ETF share count unchanged in Q1 2026.
Invesco Global Listed Private Equity ETF made up 0.05% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q1 2026, its #180 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Invesco Global Listed Private Equity ETF in Q1 2025 and has held it in 5 quarters since.
Sterling Investment Advisors (Pennsylvania)'s Invesco Global Listed Private Equity ETF position peaked at $324K in Q3 2025.
97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2026, filed 4 May 2026.