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Advisory Alpha’s Invesco Active US Real Estate Fund PSR Stock Holding History

Advisory Alpha’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
2020
Q2 		– Sell
-135
Closed -$10.1K – 484
2020
Q1 		$10.1K Hold
135
– – ﹤0.01% 405
2019
Q4 		$13K Hold
135
– – ﹤0.01% 463
2019
Q3 		$12.9K Buy
+135
New +$12.6K ﹤0.01% 423
2019
Q2 		– Sell
-135
Closed -$11.9K – 511
2019
Q1 		$11.9K Buy
+135
New +$11.3K ﹤0.01% 388

Other funds holding PSR

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Alpha's PSR Position: Q2 2020 in Review

Advisory Alpha sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2020, closing a stake of 135 shares — an estimated $10.1K sold.

Advisory Alpha first reported a position in PSR in Q1 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 51 funds tracked by Wall St. Rank hold PSR as of Q2 2020.

  • Advisory Alpha reported no remaining Invesco Active US Real Estate Fund position as of Q2 2020 after selling out during the quarter.
  • Advisory Alpha sold 135 Invesco Active US Real Estate Fund shares in Q2 2020, an estimated $10.1K.
  • Advisory Alpha first reported a position in Invesco Active US Real Estate Fund in Q1 2019 and held it in 4 quarters.
  • Advisory Alpha's Invesco Active US Real Estate Fund position peaked at $13K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.