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Invesco Global Listed Private Equity ETF
PSP

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10M +$6.69M +133,433 +128%
EWM
2
Endowment Wealth Management
Wisconsin
$7.2M +$310K +6,189 +4%
Wells Fargo
3
Wells Fargo
California
$6.34M -$89.2K -1,779 -1%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$4.93M +$277K +5,520 +5%
LPL Financial
5
LPL Financial
California
$4.75M -$473K -9,424 -8%
Morgan Stanley
6
Morgan Stanley
New York
$4M -$2.43M -48,427 -34%
CCMG
7
Clark Capital Management Group
Pennsylvania
$3.43M +$4.06M +81,007 New
AWA
8
Aletheian Wealth Advisors
Washington
$2.64M -$92.9K -1,853 -3%
LFASL
9
Lugano Financial Advisors SA (LFA)
Switzerland
$2.54M +$68.1K +1,357 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.73M +$463K +9,227 +29%
DWM
11
Darwin Wealth Management
Florida
$1.66M -$134K -2,677 -7%
NAM
12
NTV Asset Management
West Virginia
$1.33M -$87.3K -1,740 -5%
CAN
13
Cetera Advisor Networks
California
$1.17M +$46.9K +936 +4%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$1.15M +$24.2K +482 +2%
FZCM
15
Flynn Zito Capital Management
New York
$1.12M +$1.33M +26,576 New
CA
16
Cetera Advisors
Colorado
$1.12M -$2.13M -42,443 -62%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.1M +$107K +2,142 +9%
Betterment LLC
18
Betterment LLC
New York
$983K – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$788K +$29.5K +588 +3%
AWM
20
AE Wealth Management
Kansas
$739K +$876K +17,459 New
UBS Group
21
UBS Group
Switzerland
$718K -$58K -1,156 -6%
GRP
22
Global Retirement Partners
California
$680K -$6.42K -128 -0.9%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$552K – – –
RJA
24
Raymond James & Associates
Florida
$529K -$9.08K -181 -1%
SAM
25
SignalPoint Asset Management
Missouri
$466K -$4.41K -88 -0.8%
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