We are live on ! Find out more
PSP icon

Invesco Global Listed Private Equity ETF
PSP

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11M -$3.49M -51,465 -23%
EWM
2
Endowment Wealth Management
Wisconsin
$10.2M +$3.03M +44,739 +39%
LPL Financial
3
LPL Financial
California
$9.55M -$4.88M -72,077 -33%
FWA
4
FOCUS Wealth Advisors
Texas
$7.78M +$119K +1,752 +1%
CCMG
5
Clark Capital Management Group
Pennsylvania
$7.75M +$8.14M +120,223 New
Bank of America
6
Bank of America
North Carolina
$7.35M +$671K +9,906 +10%
Morgan Stanley
7
Morgan Stanley
New York
$6.81M -$2.02M -29,888 -22%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$6.43M +$499K +7,374 +8%
LFASL
9
Lugano Financial Advisors SA (LFA)
Switzerland
$3.84M -$1.54M -22,710 -28%
AWA
10
Aletheian Wealth Advisors
Washington
$3.47M +$292K +4,319 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.9M +$569K +8,397 +23%
CA
12
Cetera Advisors
Colorado
$2.69M +$2.04M +30,195 +263%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$2.52M -$755K -11,148 -22%
NAM
14
NTV Asset Management
West Virginia
$2.29M +$81.4K +1,202 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.9M +$124K +1,828 +7%
DWM
16
Darwin Wealth Management
Florida
$1.73M +$546K +8,059 +43%
CAN
17
Cetera Advisor Networks
California
$1.61M +$649K +9,580 +62%
UBS Group
18
UBS Group
Switzerland
$1.41M -$271K -4,004 -16%
Betterment LLC
19
Betterment LLC
New York
$1.25M +$39.8K +587 +3%
TNBTD
20
Trustmark National Bank Trust Department
Mississippi
$1.25M -$106K -1,560 -7%
FZCM
21
Flynn Zito Capital Management
New York
$1.24M +$1.3M +19,253 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.09M +$307K +4,537 +37%
MML Investors Services
23
MML Investors Services
Massachusetts
$856K +$255K +3,770 +40%
GRP
24
Global Retirement Partners
California
$834K +$1.04M +15,414 New
Truist Financial
25
Truist Financial
North Carolina
$805K +$161K +2,378 +24%
1
2 3 4 5