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

Triumph Capital Management’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	$283K	Buy	5,085 +333	+7%	+$19.8K	0.05%	312
2026 Q1	$269K	Buy	4,752 +517	+12%	+$32.5K	0.05%	291
2025 Q4	$284K	Buy	4,235 +100	+2%	+$6.7K	0.06%	260
2025 Q3	$285K	Buy	4,135 +204	+5%	+$14.5K	0.08%	251
2025 Q2	$271K	Buy	+3,931	New	+$254K	0.08%	241

Other funds holding PSP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Triumph Capital Management's PSP Position: Q2 2026 in Review

Triumph Capital Management increased its Invesco Global Listed Private Equity ETF (PSP) stake by 7% in Q2 2026, buying an estimated $19.8K and bringing the position to 5,085 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #312.

Triumph Capital Management first reported a position in PSP in Q2 2025 and has held it in 5 quarters since. The position peaked at $285K in Q3 2025. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Triumph Capital Management held 5,085 shares of Invesco Global Listed Private Equity ETF worth $283K as of Q2 2026.
Triumph Capital Management bought 333 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $19.8K.
Invesco Global Listed Private Equity ETF made up 0.05% of Triumph Capital Management's portfolio in Q2 2026, its #312 holding.
Triumph Capital Management first reported a position in Invesco Global Listed Private Equity ETF in Q2 2025 and has held it in 5 quarters since.
Triumph Capital Management's Invesco Global Listed Private Equity ETF position peaked at $285K in Q3 2025.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.