AE Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

AE Wealth Management’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	$2.13K	Hold	23	–	–	﹤0.01%	2463
2025 Q4	$2.08K	Hold	23	–	–	﹤0.01%	2331
2025 Q3	$2.13K	Hold	23	–	–	﹤0.01%	2165
2025 Q2	$2.1K	Hold	23	–	–	﹤0.01%	2042
2025 Q1	$2.13K	Hold	23	–	–	﹤0.01%	2026
2024 Q4	$2.08K	Buy	+23	New	+$2.2K	﹤0.01%	1995
2023 Q3	–	Sell	-10,795	Closed	-$936K	–	2047
2023 Q2	$936K	Buy	10,795 +1,807	+20%	+$154K	0.01%	1114
2023 Q1	$786K	Buy	+8,988	New	+$813K	0.01%	1144
2020 Q2	–	Sell	-14,043	Closed	-$1.01M	–	1324
2020 Q1	$1.01M	Buy	14,043 +5,707	+68%	+$518K	0.02%	485
2019 Q4	$798K	Buy	8,336 +374	+5%	+$35.7K	0.02%	582
2019 Q3	$763K	Buy	+7,962	New	+$743K	0.02%	507

Other funds holding PSR

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

AE Wealth Management's PSR Position: Q1 2026 in Review

AE Wealth Management held its Invesco Active US Real Estate Fund (PSR) position steady in Q1 2026 at 23 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

AE Wealth Management first reported a position in PSR in Q3 2019 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2020. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

AE Wealth Management held 23 shares of Invesco Active US Real Estate Fund worth $2.13K as of Q1 2026.
AE Wealth Management left its Invesco Active US Real Estate Fund share count unchanged in Q1 2026.
Invesco Active US Real Estate Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2463 holding.
AE Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q3 2019 and has held it in 11 quarters since.
AE Wealth Management's Invesco Active US Real Estate Fund position peaked at $1.01M in Q1 2020.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.