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Ameritas Investment Company’s Invesco Active US Real Estate Fund PSR Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-283
Closed -$26.5K – 1741
2021
Q1 		$26.5K Buy
+283
New +$25.2K ﹤0.01% 1175
2020
Q2 		– Sell
-588
Closed -$39K – 1280
2020
Q1 		$39K Buy
+588
New +$53.3K 0.01% 783

Other funds holding PSR

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GM
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CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 19.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Ameritas Investment Company's PSR Position: Q2 2021 in Review

Ameritas Investment Company sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2021, closing a stake of 283 shares — an estimated $26.5K sold.

Ameritas Investment Company first reported a position in PSR in Q1 2020 and held it in 2 quarters. The position peaked at $39K in Q1 2020. 50 funds tracked by Wall St. Rank hold PSR as of Q2 2021.

  • Ameritas Investment Company reported no remaining Invesco Active US Real Estate Fund position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 283 Invesco Active US Real Estate Fund shares in Q2 2021, an estimated $26.5K.
  • Ameritas Investment Company first reported a position in Invesco Active US Real Estate Fund in Q1 2020 and held it in 2 quarters.
  • Ameritas Investment Company's Invesco Active US Real Estate Fund position peaked at $39K in Q1 2020.
  • 50 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.