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Invesco Global Listed Privat (PSP)

CUSIP: 46137V118 | NYSE | 213 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Endowment Wealth Management, Inc.237,385
4.6% of portfolio›$13.4M
Aletheian Wealth Advisors LLC152,432
3.4% of portfolio›$8.6M
First Interstate Bank99,961
0.3% of portfolio›$5.6M
Axxcess Wealth Management, LLC83,223
0.2% of portfolio›$4.7M
Crestwood Advisors Group, LLC70,000
0.1% of portfolio›$3.9M
Farther Finance Advisors, LLC35,393
0.0% of portfolio›$2.0M
LFA - Lugano Financial Advisors SA14,818
0.5% of portfolio›$834.1K
Cordoba Advisory Partners LLC14,543
0.1% of portfolio›$818.6K
Ashton Thomas Securities, LLC10,744
0.1% of portfolio›$604.8K
NTV Asset Management LLC10,695
0.1% of portfolio›$602.0K
Cambridge Investment Research Advisors, Inc.7,808
0.0% of portfolio›$440.0K
Sidoxia Capital Management, LLC7,242
0.3% of portfolio›$407.7K
Larson Financial Group LLC6,701
0.0% of portfolio›$377.2K
Brighton Jones LLC6,000
0.0% of portfolio›$337.7K
Joseph P. Lucia & Associates, LLC5,771
0.1% of portfolio›$324.9K
Legacy Capital Wealth Partners, LLC5,761
0.1% of portfolio›$324.3K
Triumph Capital Management5,758
0.1% of portfolio›$324.1K
Vontobel Holding Ltd.5,090
0.0% of portfolio›$286.5K
Marino, Stram & Associates LLC4,659
0.0% of portfolio›$262.3K
Dynamic Advisor Solutions LLC4,169
0.0% of portfolio›$234.7K
Ashton Thomas Private Wealth, LLC3,415
0.0% of portfolio›$192.2K
Beacon Capital Management, Inc.1,739
0.0% of portfolio›$97.9K
Private Trust Co NA1,668
0.0% of portfolio›$93.9K
Adkins Seale Capital Management LLC593
0.0% of portfolio›$33.4K
Manchester Capital Management LLC450
0.0% of portfolio›$25.5K
McCarley & Cook Financial Planners398
0.0% of portfolio›$22.4K
IFP Advisors, Inc354
0.0% of portfolio›$19.9K
Compass Financial Management LLC268
0.0% of portfolio›$15.1K
Jacobi Capital Management LLC257
0.0% of portfolio›$14.5K
Heritage Family Offices, LLP121
0.0% of portfolio›$6.8K
US Bancorp \de\115
0.0% of portfolio›$6.5K
Rossby Financial, LCC100
0.0% of portfolio›$5.6K
Costello Asset Management, Inc100
0.0% of portfolio›$5.6K
Parallel Advisors, LLC45
0.0% of portfolio›$2.5K
Elevated Capital Advisors, LLC25
0.0% of portfolio›$1.4K
Brown, Lisle Ings, Inc.12
0.0% of portfolio›$675
Davis Capital Management2
0.0% of portfolio›$136
StyleTurnoverLocationFiled
Endowment Wealth Management, Inc.
237,385$13.4M4.6%ETFMediumAppleton, WI2026-11-03
Aletheian Wealth Advisors LLC
152,432$8.6M3.4%ETFVery LowBellevue, WA2026-10-08
First Interstate Bank
99,961$5.6M0.3%ETFLowBillings, MT2026-10-23
Axxcess Wealth Management, LLC
83,223$4.7M0.2%CoreLowCarlsbad, CA2026-10-21
Crestwood Advisors Group, LLC
70,000$3.9M0.1%GrowthLowBoston, MA2026-10-27
Farther Finance Advisors, LLC
35,393$2.0M0.0%IndexLowSan Francisco, CA2026-10-08
LFA - Lugano Financial Advisors SA
14,818$834.1K0.5%ETFLowLugano, Switzerland2026-11-03
Cordoba Advisory Partners LLC
14,543$818.6K0.1%ETFMediumNew York, NY2026-10-19
Ashton Thomas Securities, LLC
10,744$604.8K0.1%ETFMediumRochester, NY2026-10-26
NTV Asset Management LLC
10,695$602.0K0.1%GrowthLowCharleston, WV2026-10-23
Cambridge Investment Research Advisors, Inc.
7,808$440.0K0.0%ETFLowFairfield, IA2026-11-02
Sidoxia Capital Management, LLC
7,242$407.7K0.3%GrowthLowNewport Beach, CA2026-10-28
Larson Financial Group LLC
6,701$377.2K0.0%GrowthLowSt Louis, MO2026-11-05
Brighton Jones LLC
6,000$337.7K0.0%CoreVery LowSeattle, WA2026-11-03
Joseph P. Lucia & Associates, LLC
5,771$324.9K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Legacy Capital Wealth Partners, LLC
5,761$324.3K0.1%CoreMediumLittle Rock, AR2026-10-21
Triumph Capital Management
5,758$324.1K0.1%ETFMediumDenver, CO2026-10-14
Vontobel Holding Ltd.
5,090$286.5K0.0%CoreMediumZurich, Switzerland2026-10-16
Marino, Stram & Associates LLC
4,659$262.3K0.0%ETFVery LowBraintree, MA2026-10-22
Dynamic Advisor Solutions LLC
4,169$234.7K0.0%ETFLowPhoenix, AZ2026-10-13
Ashton Thomas Private Wealth, LLC
3,415$192.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Beacon Capital Management, Inc.
1,739$97.9K0.0%ETFMediumDayton, OH2026-10-13
Private Trust Co NA
1,668$93.9K0.0%CoreLowCleveland, OH2026-10-20
Adkins Seale Capital Management LLC
593$33.4K0.0%CoreVery LowShreveport, LA2026-10-27
Manchester Capital Management LLC
450$25.5K0.0%CoreLowManchester, VT2026-10-22
McCarley & Cook Financial Planners
398$22.4K0.0%ETFLowCincinnati, OH2026-10-21
IFP Advisors, Inc
354$19.9K0.0%GrowthLowTampa, FL2026-10-16
Compass Financial Management LLC
268$15.1K0.0%CoreN/ATampa, FL2026-10-30
Jacobi Capital Management LLC
257$14.5K0.0%CoreLowPittston, PA2026-11-05
Heritage Family Offices, LLP
121$6.8K0.0%GrowthHighScottsdale, AZ2026-11-02
US Bancorp \de\
115$6.5K0.0%IndexLowMinneapolis, MN2026-11-05
Rossby Financial, LCC
100$5.6K0.0%ETFMediumMelbourne, FL2026-11-05
Costello Asset Management, Inc
100$5.6K0.0%CoreLowFeasterville, PA2026-10-30
Parallel Advisors, LLC
45$2.5K0.0%IndexLowSan Francisco, CA2026-11-03
Elevated Capital Advisors, LLC
25$1.4K0.0%ETFMediumSandy, UT2026-11-04
Brown, Lisle Ings, Inc.
12$6750.0%CoreVery LowProvidence, RI2026-10-16
Davis Capital Management
2$1360.0%CoreLowJacksonville, FL2026-10-08