| 7/9/2026 | Aletheian Wealth Advisors LLC | 146,352 | $8.15M | 3.5% | +11.2% | 3.762% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 4,132 | $230K | 0.0% | +6.7% | 0.106% | |
| 6/3/2026 | NewEdge Advisors LLC | 555 | $31K | 0.0% | -98.1% | 0.013% | |
| 5/19/2026 | Bank of America Corp DE | 304,657 | $17.22M | 0.0% | +0.2% | 7.271% | |
| 5/18/2026 | Royal Bank of Canada | 11,338 | $641K | 0.0% | -6.6% | 0.271% | |
| 5/14/2026 | Compound Planning Inc. | 6,948 | $393K | 0.0% | N/A | 0.166% | |
| 5/13/2026 | Cetera Investment Advisers | 13,706 | $775K | 0.0% | +305.5% | 0.327% | |
| 5/6/2026 | Bessemer Group Inc. | 20,983 | $1.19M | 0.0% | +16.8% | 0.501% | |
| 5/5/2026 | LFA Lugano Financial Advisors SA | 16,144 | $912K | 0.5% | +1.5% | 0.385% | |
| 5/4/2026 | Uptick Partners LLC | 3,915 | $221K | 0.0% | -39.0% | 0.093% | |
Get the Latest News and Ratings for PSP and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Invesco Global Listed Private Equity ETF and its competitors with MarketBeat's FREE daily newsletter.
|
| 5/1/2026 | Darwin Wealth Management LLC | 19,155 | $1.08M | 0.3% | -1.0% | 0.457% | |
| 4/29/2026 | Marino Stram & Associates LLC | 5,067 | $286K | 0.1% | -7.3% | 0.121% | |
| 4/27/2026 | Private Advisor Group LLC | 5,252 | $297K | 0.0% | N/A | 0.125% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 3,665 | $207K | 0.1% | -15.7% | 0.090% | |
| 4/23/2026 | Apollon Wealth Management LLC | 4,395 | $248K | 0.0% | -91.1% | 0.107% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 74,345 | $4.99M | 0.1% | +55.6% | 1.505% | |
| 2/18/2026 | NewEdge Advisors LLC | 29,410 | $1.97M | 0.0% | +3.6% | 0.595% | |
| 2/18/2026 | VestGen Advisors LLC | 10,453 | $701K | 0.0% | -7.4% | 0.212% | |
| 2/17/2026 | Cetera Investment Advisers | 3,380 | $227K | 0.0% | -60.9% | 0.068% | |
| 2/17/2026 | Equitable Holdings Inc. | 6,126 | $411K | 0.0% | +26.4% | 0.124% | |
| 2/17/2026 | Osaic Holdings Inc. | 23,672 | $1.59M | 0.0% | -22.3% | 0.479% | |
| 2/17/2026 | &PARTNERS | 5,620 | $377K | 0.0% | +39.2% | 0.114% | |
| 2/17/2026 | Royal Bank of Canada | 12,135 | $813K | 0.0% | +84.1% | 0.246% | |
| 2/17/2026 | Hyundai Investments Co. Ltd. | 6,426 | $433K | 0.4% | N/A | 0.130% | |
| 2/17/2026 | Cynosure Group LLC | 21,519 | $1.44M | 0.1% | +10.9% | 0.436% | |
| 2/16/2026 | MML Investors Services LLC | 31,313 | $2.10M | 0.0% | +11.4% | 0.634% | |
| 2/16/2026 | Fort Point Capital Partners LLC | 7,556 | $529K | 0.1% | +41.6% | 0.153% | |
| 2/16/2026 | Arax Advisory Partners | 18,731 | $1.26M | 0.0% | -84.4% | 0.379% | |
| 2/16/2026 | Beta Wealth Group Inc. | 105,293 | $7.06M | 2.8% | -3.3% | 2.131% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,514 | $236K | 0.0% | +14.3% | 0.071% | |
| 2/13/2026 | Cordoba Advisory Partners LLC | 22,056 | $1.48M | 0.4% | N/A | 0.446% | |
| 2/13/2026 | Advyzon Investment Management LLC | 5,122 | $344K | 0.0% | +6.3% | 0.104% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 3,471 | $233K | 0.0% | N/A | 0.070% | |
| 2/13/2026 | Wells Fargo & Company MN | 128,143 | $8.60M | 0.0% | -10.4% | 2.594% | |
| 2/12/2026 | Jane Street Group LLC | 11,459 | $769K | 0.0% | +4.1% | 0.232% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 2,327 | $155K | 0.0% | -11.4% | 0.047% | |
| 2/12/2026 | Brooklyn Investment Group | 8,787 | $594K | 0.0% | N/A | 0.178% | |
| 2/12/2026 | Beacon Capital Management Inc. | 1,681 | $113K | 0.0% | -99.3% | 0.034% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 5,251 | $352K | 0.0% | -14.7% | 0.106% | |
| 2/12/2026 | SBE LLC DBA Cedar Cove Wealth Partners | 94,357 | $6.33M | 3.3% | N/A | 1.910% | |
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad) We’ve found The Next Elon Musk… and what we believe to be the next Tesla.
It’s already racked up $26 billion in government contracts.
Peter Thiel just bet $1 Billion on it. 👉 Unlock the ticker now and get it completely free. |
| 2/11/2026 | Janney Montgomery Scott LLC | 6,391 | $429K | 0.0% | -6.0% | 0.129% | |
| 2/11/2026 | LPL Financial LLC | 106,011 | $7.11M | 0.0% | -50.4% | 2.146% | |
| 2/11/2026 | Manchester Capital Management LLC | 700 | $47K | 0.0% | +55.6% | 0.014% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 14,115 | $947K | 0.0% | N/A | 0.286% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 1,150 | $77K | 0.0% | +383.2% | 0.023% | |
| 2/9/2026 | Endowment Wealth Management Inc. | 203,555 | $13.65M | 6.3% | +5.5% | 4.121% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 149,212 | $10.01M | 0.0% | +212.2% | 3.020% | |
| 2/6/2026 | Global Retirement Partners LLC | 27,361 | $1.84M | 0.0% | +6.5% | 0.554% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 181,371 | $12.19M | 0.0% | N/A | 3.671% | |
| 2/5/2026 | PCG Wealth Advisors LLC | 6,507 | $436K | 0.1% | N/A | 0.132% | |
| 2/3/2026 | Crestwood Advisors Group LLC | 70,000 | $4.70M | 0.1% | N/A | 1.417% | |
| 2/2/2026 | Ashton Thomas Securities LLC | 10,725 | $719K | 0.1% | -15.2% | 0.217% | |
| 2/2/2026 | Uptick Partners LLC | 6,418 | $430K | 0.1% | -4.6% | 0.130% | |
| 1/29/2026 | LFA Lugano Financial Advisors SA | 15,906 | $1.07M | 0.6% | -3.1% | 0.322% | |
| 1/29/2026 | Traction Financial Partners LLC | 55,791 | $3.74M | 2.2% | +5.8% | 1.129% | |
| 1/28/2026 | O ROURKE & COMPANY Inc | 12,024 | $807K | 0.3% | +26.7% | 0.243% | |
| 1/26/2026 | Private Trust Co. NA | 1,380 | $93K | 0.0% | +48.1% | 0.028% | |
| 1/23/2026 | Farther Finance Advisors LLC | 46,464 | $3.12M | 0.0% | +0.6% | 0.941% | |
| 1/22/2026 | Darwin Wealth Management LLC | 19,347 | $1.30M | 0.4% | +6.3% | 0.392% | |
| 1/16/2026 | Legacy Capital Wealth Partners LLC | 12,723 | $853K | 0.2% | +3.6% | 0.271% | |
| 1/15/2026 | Private Advisory Group LLC | 3,361 | $225K | 0.0% | N/A | 0.072% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 3,767 | $253K | 0.0% | +18.0% | 0.082% | |
| 1/1/2026 | JPMorgan Chase & Co. | 537 | $37K | 0.0% | +825.9% | 0.011% | |
| 12/23/2025 | Triumph Capital Management | 4,135 | $285K | 0.1% | +5.2% | 0.085% | |
| 11/18/2025 | Advisory Services Network LLC | 2,699 | $186K | 0.0% | -10.0% | 0.055% | |
| 11/17/2025 | NewEdge Advisors LLC | 28,376 | $1.96M | 0.0% | +48.7% | 0.580% | |
| 11/17/2025 | Triumph Capital Management | 4,135 | $285K | 0.1% | +5.2% | 0.085% | |
| 11/17/2025 | Susquehanna International Group LLP | 23,587 | $1.63M | 0.0% | -14,659.9% | 0.482% | |
| 11/17/2025 | National Bank of Canada FI | 11,725 | $809K | 0.0% | +3.6% | 0.240% | |
| 11/17/2025 | Larson Financial Group LLC | 4,297 | $297K | 0.0% | +13.0% | 0.088% | |
| 11/17/2025 | Citadel Advisors LLC | 138,157 | $9.54M | 0.0% | +414.5% | 2.825% | |
| 11/17/2025 | Bank of America Corp DE | 280,105 | $19.33M | 0.0% | -10.9% | 5.728% | |
| 11/14/2025 | Raymond James Financial Inc. | 58,958 | $4.07M | 0.0% | +83.6% | 1.206% | |
| 11/14/2025 | Equitable Holdings Inc. | 4,847 | $335K | 0.0% | +26.2% | 0.099% | |
| 11/13/2025 | UBS Group AG | 42,663 | $2.95M | 0.0% | +133.9% | 0.872% | |
| 11/13/2025 | Private Advisor Group LLC | 9,358 | $646K | 0.0% | +54.7% | 0.191% | |
| 11/13/2025 | CreativeOne Wealth LLC | 7,008 | $484K | 0.0% | +5.9% | 0.143% | |
| 11/13/2025 | Natixis Advisors LLC | 34,396 | $2.37M | 0.0% | +15.5% | 0.703% | |
| 11/10/2025 | MAI Capital Management | 2,147 | $148K | 0.0% | +16.5% | 0.044% | |
| 11/10/2025 | Advisors Preferred LLC | 500 | $34K | 0.0% | N/A | 0.010% | |
| 11/7/2025 | Axxcess Wealth Management LLC | 47,787 | $3.30M | 0.1% | +7.7% | 0.977% | |
| 11/7/2025 | Beta Wealth Group Inc. | 108,854 | $7.51M | 3.0% | +48.0% | 2.226% | |
| 11/7/2025 | JPMorgan Chase & Co. | 537 | $37K | 0.0% | +825.9% | 0.011% | |
| 11/6/2025 | Endowment Wealth Management Inc. | 192,882 | $13.31M | 6.0% | +2.0% | 3.944% | |
| 11/5/2025 | LFA Lugano Financial Advisors SA | 16,422 | $1.13M | 0.6% | -6.6% | 0.336% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 3,011 | $208K | 0.0% | -45.0% | 0.062% | |
| 11/5/2025 | Bessemer Group Inc. | 18,423 | $1.27M | 0.0% | +19.6% | 0.377% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 164,015 | $11.32M | 0.0% | -19.1% | 3.354% | |
| 11/4/2025 | Uptick Partners LLC | 6,726 | $464K | 0.1% | -4.0% | 0.138% | |
| 10/27/2025 | Ashton Thomas Securities LLC | 12,646 | $873K | 0.1% | -3.7% | 0.259% | |
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad) The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions. See the 5 stocks to avoid |
| 10/27/2025 | Touchstone Capital Inc. | 234,679 | $16.20M | 8.3% | N/A | 4.799% | |
| 10/24/2025 | Corundum Trust Company INC | 2,031 | $140K | 0.3% | N/A | 0.042% | |
| 10/22/2025 | O ROURKE & COMPANY Inc | 9,489 | $655K | 0.3% | +200.1% | 0.194% | |
| 10/22/2025 | Cynosure Group LLC | 19,403 | $1.34M | 0.1% | +11.4% | 0.397% | |
| 10/21/2025 | Global Retirement Partners LLC | 25,685 | $1.77M | 0.0% | +31.2% | 0.525% | |
| 10/21/2025 | NTV Asset Management LLC | 23,095 | $1.59M | 0.2% | -2.9% | 0.472% | |
| 10/17/2025 | Perigon Wealth Management LLC | 9,708 | $670K | 0.0% | +140.3% | 0.199% | |
| 10/17/2025 | Apollon Wealth Management LLC | 49,186 | $3.40M | 0.1% | +17.5% | 1.006% | |
| 10/16/2025 | Darwin Wealth Management LLC | 18,197 | $1.26M | 0.4% | +5.4% | 0.372% | |
| 10/16/2025 | Beacon Capital Management Inc. | 225,057 | $15.53M | 0.7% | -4.5% | 4.602% | |