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Three Bearings Fiduciary Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Three Bearings Fiduciary 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
2026
Q2 		$86.4K Hold
1,551
– – 0.08% 66
2026
Q1 		$87.7K Hold
1,551
– – 0.08% 62
2025
Q4 		$105K Buy
+1,551
New +$104K 0.1% 61

Other funds holding PSP

EWM
Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Three Bearings Fiduciary Advisors's PSP Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Invesco Global Listed Private Equity ETF (PSP) position steady in Q2 2026 at 1,551 shares worth $86.4K. The position accounts for 0.08% of the portfolio, ranked #66.

Three Bearings Fiduciary Advisors first reported a position in PSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $105K in Q4 2025. 47 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 1,551 shares of Invesco Global Listed Private Equity ETF worth $86.4K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Invesco Global Listed Private Equity ETF share count unchanged in Q2 2026.
  • Invesco Global Listed Private Equity ETF made up 0.08% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #66 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Invesco Global Listed Private Equity ETF position peaked at $105K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.