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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
$20.4M +$1.6M +23,928 +9%
Raymond James Financial
2
Raymond James Financial
Florida
$19.3M +$15.3M +228,933 +388%
Morgan Stanley
3
Morgan Stanley
New York
$13.8M -$5.56M -83,027 -29%
EWM
4
Endowment Wealth Management
Wisconsin
$13.7M +$715K +10,673 +6%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$12.2M +$12.1M +181,371 New
Wells Fargo
6
Wells Fargo
California
$8.6M -$1M -14,930 -10%
LPL Financial
7
LPL Financial
California
$7.11M -$7.2M -107,530 -50%
BWG
8
Beta Wealth Group
California
$7.06M -$239K -3,561 -3%
CCWP
9
Cedar Cove Wealth Partners
Minnesota
$6.33M +$6.32M +94,357 New
AWM
10
Axxcess Wealth Management
California
$4.99M +$1.78M +26,558 +56%
CAG
11
Crestwood Advisors Group
Massachusetts
$4.7M +$4.69M +70,000 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.06M -$6.93M -103,479 -63%
TFP
13
Traction Financial Partners
Wyoming
$3.74M +$205K +3,059 +6%
AWM
14
Apollon Wealth Management
South Carolina
$3.3M +$5.49K +82 +0.2%
FFA
15
Farther Finance Advisors
California
$3.12M +$18.8K +280 +0.6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.88M +$1.29M +19,277 +82%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.1M +$215K +3,213 +11%
NA
18
NewEdge Advisors
Louisiana
$1.97M +$69.3K +1,034 +4%
GRP
19
Global Retirement Partners
California
$1.84M +$112K +1,676 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.59M -$456K -6,807 -22%
CAP
21
Cordoba Advisory Partners
New York
$1.48M +$1.48M +22,056 New
CG
22
Cynosure Group
Utah
$1.44M +$142K +2,116 +11%
NAM
23
NTV Asset Management
West Virginia
$1.44M -$109K -1,620 -7%
DWM
24
Darwin Wealth Management
Florida
$1.3M +$77K +1,150 +6%
AAP
25
Arax Advisory Partners
Colorado
$1.26M -$6.78M -101,282 -84%
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