Advisor Resource Council’s Invesco Active US Real Estate Fund PSR Stock Holding History

Advisor Resource Council’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	-2,252	Closed	-$215K	–	404
2022 Q2	$215K	Buy	+2,252	New	+$234K	0.02%	457
2022 Q1	–	Sell	-2,484	Closed	-$299K	–	446
2021 Q4	$299K	Buy	+2,484	New	+$277K	0.02%	432
2021 Q3	–	Sell	-3,859	Closed	-$399K	–	409
2021 Q2	$399K	Buy	+3,859	New	+$388K	0.04%	347

Other funds holding PSR

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

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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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 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

Advisor Resource Council's PSR Position: Q3 2022 in Review

Advisor Resource Council sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2022, closing a stake of 2,252 shares — an estimated $215K sold.

Advisor Resource Council first reported a position in PSR in Q2 2021 and held it in 3 quarters. The position peaked at $399K in Q2 2021. 70 funds tracked by Wall St. Rank hold PSR as of Q3 2022.

Advisor Resource Council reported no remaining Invesco Active US Real Estate Fund position as of Q3 2022 after selling out during the quarter.
Advisor Resource Council sold 2,252 Invesco Active US Real Estate Fund shares in Q3 2022, an estimated $215K.
Advisor Resource Council first reported a position in Invesco Active US Real Estate Fund in Q2 2021 and held it in 3 quarters.
Advisor Resource Council's Invesco Active US Real Estate Fund position peaked at $399K in Q2 2021.
70 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.