Wealthcare Advisory Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Wealthcare Advisory 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
2025 Q4	–	Sell	-5,345	Closed	-$369K	–	1102
2025 Q3	$369K	Buy	5,345 +126	+2%	+$8.93K	0.01%	769
2025 Q2	$359K	Buy	5,219 +160	+3%	+$10.3K	0.01%	733
2025 Q1	$324K	Sell	5,059 -586	-10%	-$39.9K	0.01%	716
2024 Q4	$377K	Sell	5,645 -204	-3%	-$14K	0.01%	646
2024 Q3	$399K	Sell	5,849 -44	-0.7%	-$2.82K	0.01%	627
2024 Q2	$360K	Sell	5,893 -74	-1%	-$4.78K	0.01%	621
2024 Q1	$394K	Buy	5,967 +791	+15%	+$49.6K	0.01%	595
2023 Q4	$322K	Buy	5,176 +377	+8%	+$20.4K	0.01%	590
2023 Q3	$248K	Sell	4,799 -9	-0.2%	-$483	0.01%	597
2023 Q2	$253K	Hold	4,808	–	–	0.01%	616
2023 Q1	$243K	Buy	4,808 +645	+15%	+$33.5K	0.01%	640
2022 Q4	$196K	Hold	4,163	–	–	0.01%	661
2022 Q3	$176K	Buy	+4,163	New	+$209K	0.01%	577
2019 Q1	–	Sell	-110	Closed	-$6K	–	1262
2018 Q4	$6K	Hold	110	–	–	﹤0.01%	901
2018 Q3	$7K	Buy	+110	New	+$6.85K	﹤0.01%	941

Other funds holding PSP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Wealthcare Advisory Partners's PSP Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2025, closing a stake of 5,345 shares — an estimated $369K sold.

Wealthcare Advisory Partners first reported a position in PSP in Q3 2018 and held it in 15 quarters. The position peaked at $399K in Q3 2024. 98 funds tracked by Wall St. Rank hold PSP as of Q4 2025.

Wealthcare Advisory Partners reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,345 Invesco Global Listed Private Equity ETF shares in Q4 2025, an estimated $369K.
Wealthcare Advisory Partners first reported a position in Invesco Global Listed Private Equity ETF in Q3 2018 and held it in 15 quarters.
Wealthcare Advisory Partners's Invesco Global Listed Private Equity ETF position peaked at $399K in Q3 2024.
98 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.