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 Q2	$732K	Sell	7,139 -742	-9%	-$74.9K	0.09%	128
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AA Financial Advisors's PSR Position: Q2 2026 in Review

AA Financial Advisors reduced its Invesco Active US Real Estate Fund (PSR) stake by 9.4% in Q2 2026, selling an estimated $74.9K and leaving 7,139 shares worth $732K. The position accounts for 0.09% of the portfolio, ranked #128.

AA Financial Advisors first reported a position in PSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q3 2024. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

AA Financial Advisors held 7,139 shares of Invesco Active US Real Estate Fund worth $732K as of Q2 2026.
AA Financial Advisors sold 742 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $74.9K.
Invesco Active US Real Estate Fund made up 0.09% of AA Financial Advisors's portfolio in Q2 2026, its #128 holding.
AA Financial Advisors first reported a position in Invesco Active US Real Estate Fund in Q4 2023 and has held it in 11 quarters since.
AA Financial Advisors's Invesco Active US Real Estate Fund position peaked at $1.55M in Q3 2024.
44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.