Winch Advisory Services’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Winch Advisory Services’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	$2.23K	Hold	40	–	–	﹤0.01%	467
2026 Q1	$2.26K	Hold	40	–	–	﹤0.01%	417
2025 Q4	$2.68K	Hold	40	–	–	﹤0.01%	406
2025 Q3	$2.76K	Hold	40	–	–	﹤0.01%	401
2025 Q2	$2.75K	Hold	40	–	–	﹤0.01%	389
2025 Q1	$2.56K	Hold	40	–	–	﹤0.01%	394
2024 Q4	$2.67K	Buy	+40	New	+$2.75K	﹤0.01%	418

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

Winch Advisory Services's PSP Position: Q2 2026 in Review

Winch Advisory Services held its Invesco Global Listed Private Equity ETF (PSP) position steady in Q2 2026 at 40 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Winch Advisory Services first reported a position in PSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.76K in Q3 2025. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

Winch Advisory Services held 40 shares of Invesco Global Listed Private Equity ETF worth $2.23K as of Q2 2026.
Winch Advisory Services left its Invesco Global Listed Private Equity ETF share count unchanged in Q2 2026.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #467 holding.
Winch Advisory Services first reported a position in Invesco Global Listed Private Equity ETF in Q4 2024 and has held it in 7 quarters since.
Winch Advisory Services's Invesco Global Listed Private Equity ETF position peaked at $2.76K in Q3 2025.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.