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Touchstone Capital’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Touchstone Capital’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
-234,679
Closed -$16.2M – 38
2025
Q3 		$16.2M Buy
+234,679
New +$16.6M 8.3% 2

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 $259M AUM 15.06% 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 $445B AUM 25.58% 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

Touchstone Capital's PSP Position: Q4 2025 in Review

Touchstone Capital sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2025, closing a stake of 234,679 shares — an estimated $16.2M sold.

Touchstone Capital first reported a position in PSP in Q3 2025 and held it in 1 quarter. The position peaked at $16.2M in Q3 2025. 99 funds tracked by Wall St. Rank hold PSP as of Q4 2025.

  • Touchstone Capital reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Touchstone Capital sold 234,679 Invesco Global Listed Private Equity ETF shares in Q4 2025, an estimated $16.2M.
  • Touchstone Capital first reported a position in Invesco Global Listed Private Equity ETF in Q3 2025 and held it in 1 quarter.
  • Touchstone Capital's Invesco Global Listed Private Equity ETF position peaked at $16.2M in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2025.

Based on Touchstone Capital's 13F filing for Q4 2025.