Public ownership evidence

Invesco Global Listed Private Equity ETF (PSP) Ownership Disclosures

Read PSP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Global Listed Private Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Comprehensive Money Management Services LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
3,593
Value (USD)
$200,130
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002058921-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PSP fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PSP fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Comprehensive Money Management Services LLC2026-06-302026-08-183,593$200,130None
Caitlin John, LLC2026-06-302026-08-1890$5,013None
Equitable Holdings, Inc.2026-06-302026-08-184,692$261,370None
Federation des caisses Desjardins du Quebec2026-06-302026-08-152,327$129,451None
Advyzon Investment Management, LLC2026-06-302026-08-155,907$328,993None
Advyzon Investment Management, LLC2026-06-302026-08-15251$13,962None
O'ROURKE & COMPANY, Inc2026-06-302026-08-1516,467$917,239None
OSAIC HOLDINGS, INC.2026-06-302026-08-1522,299$1,242,633None
Betterment LLC2026-06-302026-08-159,668$539,000None
JANE STREET GROUP, LLC2026-06-302026-08-1557,852$3,222,356None
Fort Point Capital Partners LLC2026-06-302026-08-155,338$297,327None
HRT FINANCIAL LP2026-06-302026-08-154,886$272,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1531,832$1,773,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1542,384$2,360,789None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1510,634$592,314None
&PARTNERS2026-06-302026-08-154,476$249,313None
MAI Capital Management2026-06-302026-08-154,870$271,259None
ROYAL BANK OF CANADA2026-06-302026-08-154,082$227,000None
ROYAL BANK OF CANADA2026-06-302026-08-1512,187$679,000None
ROYAL BANK OF CANADA2026-06-302026-08-1587$5,000None
CITADEL ADVISORS LLC2026-06-302026-08-1549,188$2,739,772None
Larson Financial Group LLC2026-06-302026-08-155,328$296,770None
Hyundai Investments Co., Ltd.2026-06-302026-08-1510,112$556,261None
TWO SIGMA SECURITIES, LLC2026-06-302026-08-154,608$256,666None
GOLDMAN SACHS GROUP INC2026-06-302026-08-155,680$316,376None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1518,263$1,017,248None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1518,281$1,018,252None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1571,304$3,971,627None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1551,158$2,849,501None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1522,889$1,274,917None
WELLS FARGO & COMPANY/MN2026-06-302026-08-157,163$398,979None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15235,590$13,122,363None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1569,953$3,896,373None
CreativeOne Wealth, LLC2026-06-302026-08-147,557$420,912None
CreativeOne Wealth, LLC2026-06-302026-08-141$54None
Rockefeller Capital Management L.P.2026-06-302026-08-1426$1,448None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14770$42,889None
UBS Group AG2026-06-302026-08-1427,335$1,522,560None
Beacon Capital Management, Inc.2026-06-302026-08-141,737$96,751None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1477$4,289None
CIBC WORLD MARKET INC.2026-06-302026-08-144,313$240,234None
Manchester Capital Management LLC2026-06-302026-08-14450$25,065None
MORGAN STANLEY2026-06-302026-08-14199,506$11,112,531None
MORGAN STANLEY2026-06-302026-08-141$78None
MORGAN STANLEY2026-06-302026-08-14150,000$8,355,000None
FMR LLC2026-06-302026-08-1484$4,664None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13312$17,378None
Legacy Capital Wealth Partners, LLC2026-06-302026-08-135,813$323,792None
Integrated Wealth Concepts LLC2026-06-302026-08-138,207$457,206None
Cetera Investment Advisers2026-06-302026-08-133,630$202,193None

90-day public filing window, up to 50 source positions.

Comprehensive Money Management Services LLC ↗Caitlin John, LLC ↗Equitable Holdings, Inc. ↗Federation des caisses Desjardins du Quebec ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗O'ROURKE & COMPANY, Inc ↗OSAIC HOLDINGS, INC. ↗Betterment LLC ↗JANE STREET GROUP, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.