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

WealthShield 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 Q2	–	Sell	-27	Closed	-$1.53K	–	550
2026 Q1	$1.53K	Buy	+27	New	+$1.7K	﹤0.01%	594
2025 Q2	–	Sell	-61	Closed	-$3.91K	–	569
2025 Q1	$3.91K	Buy	+61	New	+$4.16K	﹤0.01%	504
2024 Q3	–	Sell	-26	Closed	-$1.6K	–	501
2024 Q2	$1.6K	Buy	26 +1	+4%	+$65	﹤0.01%	459
2024 Q1	$1.63K	Buy	25 +8	+47%	+$502	﹤0.01%	469
2023 Q4	$1.03K	Buy	+17	New	+$921	﹤0.01%	472

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

WealthShield Partners's PSP Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2026, closing a stake of 27 shares — an estimated $1.53K sold.

WealthShield Partners first reported a position in PSP in Q4 2023 and held it in 5 quarters. The position peaked at $3.91K in Q1 2025. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

WealthShield Partners reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 27 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $1.53K.
WealthShield Partners first reported a position in Invesco Global Listed Private Equity ETF in Q4 2023 and held it in 5 quarters.
WealthShield Partners's Invesco Global Listed Private Equity ETF position peaked at $3.91K in Q1 2025.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.