AWM
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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
Q2 		– Sell
-23
Closed -$2.13K – 2758
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

AE Wealth Management's PSR Position: Q2 2026 in Review

AE Wealth Management sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2026, closing a stake of 23 shares — an estimated $2.13K sold.

AE Wealth Management first reported a position in PSR in Q3 2019 and held it in 11 quarters. The position peaked at $1.01M in Q1 2020. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • AE Wealth Management reported no remaining Invesco Active US Real Estate Fund position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 23 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $2.13K.
  • AE Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q3 2019 and held it in 11 quarters.
  • AE Wealth Management's Invesco Active US Real Estate Fund position peaked at $1.01M in Q1 2020.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.