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Arkadios Wealth Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

Arkadios Wealth Advisors’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
Q1 		– Sell
-118
Closed -$10K – 1729
2020
Q4 		$10K Buy
+118
New +$9.98K ﹤0.01% 966

Other funds holding PSR

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BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
FMB
Field & Main Bank Henderson, Kentucky $344M AUM 23.98% 1-Year Est. Return

Arkadios Wealth Advisors's PSR Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2021, closing a stake of 118 shares — an estimated $10K sold.

Arkadios Wealth Advisors first reported a position in PSR in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2021.

  • Arkadios Wealth Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q1 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 118 Invesco Active US Real Estate Fund shares in Q1 2021, an estimated $10K.
  • Arkadios Wealth Advisors first reported a position in Invesco Active US Real Estate Fund in Q4 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Invesco Active US Real Estate Fund position peaked at $10K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.