Joseph P. Lucia & Associates, LLC PSP — INVESCO GLOBAL LISTED

Ownership history in Joseph P. Lucia & Associates, LLC  ·  29 quarters on record

AI Ownership Summary

Joseph P. Lucia & Associates, LLC reported INVESCO GLOBAL LISTED (PSP) in 29 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.23% in 2024 Q1. The latest visible filing shows PSP at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joseph P. Lucia & Associates, LLC's position in INVESCO GLOBAL LISTED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PSP was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSP stock page Joseph P. Lucia & Associates, LLC fund profile Joseph P. Lucia & Associates, LLC full holdings
How Joseph P. Lucia & Associates, LLC held PSP — position size vs. price
% of Fund (quarterly)    PSP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 5,771 — 0% 0.12% $326K 2026-05-15 $58.62
2025 Q4 UNCHANGED — — — 5,771 — 0% 0.14% $387K 2026-01-28 $66.93
2025 Q3 UNCHANGED — — — 5,771 — 0% 0.15% $398K 2025-10-20 $64.68
2025 Q2 UNCHANGED — — — 5,771 — 0% 0.16% $397K 2025-08-04 $65.60
2025 Q1 UNCHANGED — — — 5,771 — 0% 0.17% $370K 2025-05-14 $62.41
2024 Q4 UNCHANGED — — — 5,771 — 0% 0.17% $385K 2025-01-22 $64.89
2024 Q3 UNCHANGED — — — 5,771 — 0% 0.18% $394K 2024-10-23 $61.21
2024 Q2 REDUCED 9.6% +12.5% ❌ 5,771 -611 -9.6% 0.18% $353K 2024-07-24 $56.95
2024 Q1 UNCHANGED — — — 6,382 — 0% 0.23% $421K 2024-05-03 $54.39
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSP

As of 2026 Q1 — sorted by position size

Endowment Wealth Management, Inc. 3Y 5.67% Aletheian Wealth Advisors LLC 3Y 3.62% Hyundai Investments Co., Ltd. 3Y 1.1% LFA - Lugano Financial Advisors SA 3Y 7Y 0.46% Darwin Wealth Management, LLC 3Y 7Y 0.34% O'ROURKE & COMPANY, Inc 3Y 0.33% Sidoxia Capital Management, LLC 0.33% Comprehensive Money Management Services LLC 0.14% Cordoba Advisory Partners LLC 0.12% Three Bearings Fiduciary Advisors, Inc. 0.1%

FAQ About Joseph P. Lucia & Associates, LLC and PSP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Joseph P. Lucia & Associates, LLC reported owning PSP?

Joseph P. Lucia & Associates, LLC reported PSP across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PSP position in Joseph P. Lucia & Associates, LLC's portfolio?

The largest reported portfolio weight for PSP was 0.23% in 2024 Q1.

What is the latest reported PSP position on this page?

The most recent filing on this page is 2026 Q1, when Joseph P. Lucia & Associates, LLC reported 5,771 shares, equal to 0.12% of portfolio, with an estimated market value of $326K.

What does the chart on this PSP ownership page compare?

The chart compares Joseph P. Lucia & Associates, LLC's quarterly PSP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Joseph P. Lucia & Associates, LLC time their PSP position?

Based on 13F filing dates vs. subsequent PSP price moves, Joseph P. Lucia & Associates, LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on PSP relative to SPY over the holding period was -8.5%.

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