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AA Financial Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

AA Financial Advisors’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$730K Hold
7,881
– – 0.1% 126
2025
Q4 		$712K Hold
7,881
– – 0.13% 108
2025
Q3 		$730K Sell
7,881
-695
-8% -$63.9K 0.14% 93
2025
Q2 		$783K Sell
8,576
-5,760
-40% -$522K 0.17% 84
2025
Q1 		$1.33M Sell
14,336
-1,417
-9% -$130K 0.32% 60
2024
Q4 		$1.42M Buy
15,753
+8
+0.1% +$765 0.38% 56
2024
Q3 		$1.55M Buy
15,745
+355
+2% +$33.1K 0.45% 52
2024
Q2 		$1.32M Buy
15,390
+674
+5% +$56.7K 0.46% 52
2024
Q1 		$1.3M Buy
14,716
+8
+0.1% +$702 0.52% 53
2023
Q4 		$1.35M Buy
+14,708
New +$1.21M 0.9% 30

Other funds holding PSR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return