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VestGen Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

VestGen Advisors’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
-10,453
Closed -$701K – 1092
2025
Q4 		$701K Sell
10,453
-831
-7% -$55.7K 0.03% 422
2025
Q3 		$779K Buy
11,284
+2,696
+31% +$191K 0.03% 406
2025
Q2 		$591K Buy
8,588
+1,471
+21% +$95.1K 0.02% 398
2025
Q1 		$456K Buy
+7,117
New +$485K 0.02% 397

Other funds holding PSP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Envestnet Asset Management
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

VestGen Advisors's PSP Position: Q1 2026 in Review

VestGen Advisors sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2026, closing a stake of 10,453 shares — an estimated $701K sold.

VestGen Advisors first reported a position in PSP in Q1 2025 and held it in 4 quarters. The position peaked at $779K in Q3 2025. 99 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

  • VestGen Advisors reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2026 after selling out during the quarter.
  • VestGen Advisors sold 10,453 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $701K.
  • VestGen Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q1 2025 and held it in 4 quarters.
  • VestGen Advisors's Invesco Global Listed Private Equity ETF position peaked at $779K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.