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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
$10.3M +$4.4M +76,386 +43%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$9.31M +$2.14M +37,129 +19%
Wells Fargo
3
Wells Fargo
California
$9.19M -$897K -15,557 -6%
MIS
4
Morningstar Investment Services
Illinois
$8.53M +$2.74M +47,554 +30%
Bank of America
5
Bank of America
North Carolina
$7.61M -$383K -6,652 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.52M -$406K -7,043 -8%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$3.04M +$4.32M +74,896 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.87M +$2.21M +38,368 +495%
UBS Group
9
UBS Group
Switzerland
$1.52M +$1.28M +22,164 +145%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$959K -$38.9K -675 -3%
PAG
11
Private Advisory Group
Washington
$707K -$20.6K -357 -2%
SAM
12
SignalPoint Asset Management
Missouri
$682K +$692 +12 +0.1%
Truist Financial
13
Truist Financial
North Carolina
$667K +$52.6K +912 +6%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$565K +$18.2K +315 +2%
LPL Financial
15
LPL Financial
California
$554K -$35.2K -610 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$516K +$730K +12,669 New
Betterment LLC
17
Betterment LLC
New York
$494K +$576 +10 +0.1%
AWCI
18
Alpine Woods Capital Investors
New York
$455K – – –
RJA
19
Raymond James & Associates
Florida
$374K +$9.86K +171 +2%
NAM
20
NTV Asset Management
West Virginia
$361K -$23.1K -400 -4%
Stifel Financial
21
Stifel Financial
Missouri
$327K -$8.88K -154 -2%
JPLA
22
Joseph P. Lucia & Associates
New York
$316K – – –
Principal Financial Group
23
Principal Financial Group
Iowa
$285K +$88.5K +1,536 +28%
GRP
24
Global Retirement Partners
California
$274K +$28.4K +492 +8%
AP
25
Advisors Preferred
Maryland
$251K +$71.8K +1,245 +25%
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