TFP
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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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Envestnet Asset Management
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