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

Aries 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
2022
Q2 		– Sell
-2,003
Closed -$224K – 212
2022
Q1 		$224K Buy
+2,003
New +$217K 0.1% 72

Other funds holding PSR

IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aries Wealth Management's PSR Position: Q2 2022 in Review

Aries Wealth Management sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2022, closing a stake of 2,003 shares — an estimated $224K sold.

Aries Wealth Management first reported a position in PSR in Q1 2022 and held it in 1 quarter. The position peaked at $224K in Q1 2022. 76 funds tracked by Wall St. Rank hold PSR as of Q2 2022.

  • Aries Wealth Management reported no remaining Invesco Active US Real Estate Fund position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 2,003 Invesco Active US Real Estate Fund shares in Q2 2022, an estimated $224K.
  • Aries Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's Invesco Active US Real Estate Fund position peaked at $224K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.