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Apella Capital’s Invesco Active US Real Estate Fund PSR Stock Holding History

Apella Capital’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
Q4 		– Sell
-3,268
Closed -$337K – 208
2021
Q3 		$337K Sell
3,268
-11,619
-78% -$1.25M 0.05% 154
2021
Q2 		$1.54M Buy
+14,887
New +$1.5M 0.25% 72

Other funds holding PSR

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
LPL Financial
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Apella Capital's PSR Position: Q4 2021 in Review

Apella Capital sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2021, closing a stake of 3,268 shares — an estimated $337K sold.

Apella Capital first reported a position in PSR in Q2 2021 and held it in 2 quarters. The position peaked at $1.54M in Q2 2021. 73 funds tracked by Wall St. Rank hold PSR as of Q4 2021.

  • Apella Capital reported no remaining Invesco Active US Real Estate Fund position as of Q4 2021 after selling out during the quarter.
  • Apella Capital sold 3,268 Invesco Active US Real Estate Fund shares in Q4 2021, an estimated $337K.
  • Apella Capital first reported a position in Invesco Active US Real Estate Fund in Q2 2021 and held it in 2 quarters.
  • Apella Capital's Invesco Active US Real Estate Fund position peaked at $1.54M in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2021.

Based on Apella Capital's 13F filing for Q4 2021, filed 13 Jan 2022.