PSP — INVESCO GLOBAL LISTED PRIVATE EQUITY ETF

Ownership history in Darwin Wealth Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Darwin Wealth Management, LLC reported a position in INVESCO GLOBAL LISTED PRIVATE EQUITY ETF (PSP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.6% (2024 Q2)
Avg. % of fund
0.35%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 19,347 +1,150 +6.3% 0.40% $1.3M $67.07
2025 Q3 ADDED 18,197 +5,085 +38.8% 0.40% $1.3M $67.53
2025 Q2 REDUCED 13,112 -3,085 -19.0% 0.29% $876K $66.58
2024 Q3 REDUCED 16,197 -3,513 -17.8% 0.30% $1.1M $63.22
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PSP price (monthly, adj. close)

Other funds also holding PSP

As of 2025 Q4 — sorted by position size

Touchstone Capital, Inc. 3Y 8.3% Endowment Wealth Management, Inc. 3Y 6.27% Beta Wealth Group, Inc. 3Y 7Y 2.84% Traction Financial Partners, LLC 2.22% LFA - Lugano Financial Advisors SA 3Y 7Y 0.55% Hyundai Investments Co., Ltd. 3Y 0.42% Cordoba Advisory Partners LLC 0.37% O'ROURKE & COMPANY, Inc 3Y 0.31% Legacy Capital Wealth Partners, LLC 3Y 0.18% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.15%
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