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

Addison 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
2022
Q3 		– Sell
-64
Closed -$6K – 756
2022
Q2 		$6K Hold
64
– – ﹤0.01% 485
2022
Q1 		$7K Hold
64
– – ﹤0.01% 506
2021
Q4 		$8K Hold
64
– – ﹤0.01% 431
2021
Q3 		$7K Hold
64
– – 0.01% 333
2021
Q2 		$7K Buy
+64
New +$6.44K 0.01% 328
2020
Q4 		$6K Buy
+64
New +$5.41K 0.01% 322

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Addison Advisors's PSR Position: Q3 2022 in Review

Addison Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2022, closing a stake of 64 shares — an estimated $6K sold.

Addison Advisors first reported a position in PSR in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 70 funds tracked by Wall St. Rank hold PSR as of Q3 2022.

  • Addison Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q3 2022 after selling out during the quarter.
  • Addison Advisors sold 64 Invesco Active US Real Estate Fund shares in Q3 2022, an estimated $6K.
  • Addison Advisors first reported a position in Invesco Active US Real Estate Fund in Q4 2020 and held it in 6 quarters.
  • Addison Advisors's Invesco Active US Real Estate Fund position peaked at $8K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2022.

Based on Addison Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.