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Invesco Global Listed Private Equity ETF
PSP

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.8M +$695K +11,742 +4%
Wells Fargo
2
Wells Fargo
California
$16.4M -$2.21M -37,374 -12%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$11.3M +$83.6K +1,413 +0.8%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$11.1M +$11M +185,198 +12,564%
AWE
5
Avidian Wealth Enterprises
Texas
$7.94M -$178K -3,010 -2%
Bank of America
6
Bank of America
North Carolina
$5.02M +$53.5K +905 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.87M +$546K +9,236 +42%
Stifel Financial
8
Stifel Financial
Missouri
$1.66M +$437K +7,396 +36%
MIS
9
Morningstar Investment Services
Illinois
$1.39M +$18K +305 +1%
SAM
10
SignalPoint Asset Management
Missouri
$1.06M -$15.9K -268 -1%
TNBTD
11
Trustmark National Bank Trust Department
Mississippi
$1.01M -$1.06M -17,985 Closed
GWM
12
Geneos Wealth Management
Colorado
$954K +$59 +1 +0%
LPL Financial
13
LPL Financial
California
$930K -$39.8K -673 -4%
IWS
14
Insight Wealth Strategies
California
$906K -$8.04M -135,932 -90%
BTS
15
BB&T Securities
Virginia
$905K +$61.3K +1,037 +7%
UBS Group
16
UBS Group
Switzerland
$804K -$1.33M -22,435 -62%
RJA
17
Raymond James & Associates
Florida
$786K -$40.9K -692 -5%
Betterment LLC
18
Betterment LLC
New York
$760K +$211K +3,575 +39%
AWCI
19
Alpine Woods Capital Investors
New York
$669K – – –
Jane Street
20
Jane Street
New York
$631K -$1.06M -17,911 -63%
NAM
21
NTV Asset Management
West Virginia
$555K +$35.5K +600 +7%
AG
22
Advisor Group
Arizona
$554K +$136K +2,294 +33%
BSW
23
Buckingham Strategic Wealth
Missouri
$516K -$548K -9,256 -52%
CF
24
Centaurus Financial
California
$494K -$36.3K -613 -7%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$494K +$489K +8,268 New
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