SWP
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Strategic Wealth Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Strategic Wealth Partners’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
Q4 		– Sell
-84
Closed -$5.8K – 1540
2025
Q3 		$5.8K Hold
84
– – ﹤0.01% 1017
2025
Q2 		$5.78K Buy
+84
New +$5.43K ﹤0.01% 877

Other funds holding PSP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 $377B AUM 19.32% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Strategic Wealth Partners's PSP Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2025, closing a stake of 84 shares — an estimated $5.8K sold.

Strategic Wealth Partners first reported a position in PSP in Q2 2025 and held it in 2 quarters. The position peaked at $5.8K in Q3 2025. 98 funds tracked by Wall St. Rank hold PSP as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 84 Invesco Global Listed Private Equity ETF shares in Q4 2025, an estimated $5.8K.
  • Strategic Wealth Partners first reported a position in Invesco Global Listed Private Equity ETF in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's Invesco Global Listed Private Equity ETF position peaked at $5.8K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.