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 Q3	$324K	Buy	5,758 +673	+13%	+$40.6K	0.06%	293
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

Endowment Wealth Management Appleton, Wisconsin $292M AUM 11.49% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 1-Year Est. Return

Lugano Financial Advisors SA (LFA) Lugano, Switzerland $171M AUM 11.94% 1-Year Est. Return

Triumph Capital Management's PSP Position: Q3 2026 in Review

Triumph Capital Management increased its Invesco Global Listed Private Equity ETF (PSP) stake by 13% in Q3 2026, buying an estimated $40.6K and bringing the position to 5,758 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #293.

Triumph Capital Management first reported a position in PSP in Q2 2025 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold PSP as of Q3 2026.

Triumph Capital Management held 5,758 shares of Invesco Global Listed Private Equity ETF worth $324K as of Q3 2026.
Triumph Capital Management bought 673 Invesco Global Listed Private Equity ETF shares in Q3 2026, an estimated $40.6K.
Invesco Global Listed Private Equity ETF made up 0.06% of Triumph Capital Management's portfolio in Q3 2026, its #293 holding.
Triumph Capital Management first reported a position in Invesco Global Listed Private Equity ETF in Q2 2025 and has held it in 6 quarters since.
45 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.