Traction Financial Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Traction Financial 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
2026 Q1	–	Sell	-55,791	Closed	-$3.74M	–	61
2025 Q4	$3.74M	Buy	55,791 +3,059	+6%	+$205K	2.22%	13
2025 Q3	$3.64M	Buy	52,732 +6,025	+13%	+$427K	2.25%	13
2025 Q2	$3.22M	Sell	46,707 -1,150	-2%	-$74.3K	2.18%	13
2025 Q1	$3.07M	Sell	47,857 -6,027	-11%	-$411K	2.39%	13
2024 Q4	$3.6M	Buy	53,884 +2,039	+4%	+$140K	2.8%	12
2024 Q3	$3.54M	Sell	51,845 -11,311	-18%	-$725K	2.77%	12
2024 Q2	$4M	Buy	63,156 +5,607	+10%	+$362K	2.91%	11
2024 Q1	$3.75M	Buy	57,549 +7,189	+14%	+$451K	2.93%	11
2023 Q4	$3.13M	Buy	+50,360	New	+$2.73M	2.1%	12

Other funds holding PSP

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Traction Financial Partners's PSP Position: Q1 2026 in Review

Traction Financial Partners sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2026, closing a stake of 55,791 shares — an estimated $3.74M sold.

Traction Financial Partners first reported a position in PSP in Q4 2023 and held it in 9 quarters. The position peaked at $4M in Q2 2024. 99 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

Traction Financial Partners reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2026 after selling out during the quarter.
Traction Financial Partners sold 55,791 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $3.74M.
Traction Financial Partners first reported a position in Invesco Global Listed Private Equity ETF in Q4 2023 and held it in 9 quarters.
Traction Financial Partners's Invesco Global Listed Private Equity ETF position peaked at $4M in Q2 2024.
99 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.