Avantax Advisory Services’s Invesco Active US Real Estate Fund PSR Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.71M	Buy	18,686 +9	+0%	+$815	0.01%	881
2025 Q1	$1.73M	Buy	18,677 +445	+2%	+$40.9K	0.01%	812
2024 Q4	$1.65M	Sell	18,232 -419	-2%	-$40.1K	0.01%	813
2024 Q3	$1.84M	Sell	18,651 -1,669	-8%	-$156K	0.01%	744
2024 Q2	$1.74M	Buy	20,320 +224	+1%	+$18.8K	0.01%	715
2024 Q1	$1.77M	Buy	20,096 +1,609	+9%	+$141K	0.02%	567
2023 Q4	$1.69M	Sell	18,487 -7,172	-28%	-$592K	0.02%	554
2023 Q3	$2.03M	Buy	25,659 +1,085	+4%	+$92.7K	0.02%	455
2023 Q2	$2.13M	Sell	24,574 -2,049	-8%	-$174K	0.02%	437
2023 Q1	$2.33M	Buy	26,623 +1,671	+7%	+$151K	0.03%	400
2022 Q4	$2.17M	Buy	24,952 +998	+4%	+$87K	0.03%	397
2022 Q3	$2.03M	Buy	23,954 +400	+2%	+$39.2K	0.03%	368
2022 Q2	$2.25M	Buy	23,554 +707	+3%	+$73.5K	0.03%	347
2022 Q1	$2.55M	Buy	22,847 +1,790	+9%	+$194K	0.04%	321
2021 Q4	$2.53M	Sell	21,057 -788	-4%	-$87.8K	0.04%	317
2021 Q3	$2.25M	Buy	21,845 +1,075	+5%	+$116K	0.04%	318
2021 Q2	$2.15M	Buy	20,770 +1,309	+7%	+$132K	0.04%	313
2021 Q1	$1.82M	Buy	19,461 +2,604	+15%	+$232K	0.04%	304
2020 Q4	$1.46M	Buy	16,857 +307	+2%	+$26K	0.03%	321
2020 Q3	$1.34M	Buy	16,550 +2,004	+14%	+$165K	0.02%	447
2020 Q2	$1.17M	Buy	14,546 +526	+4%	+$40.9K	0.03%	313
2020 Q1	$1.01M	Sell	14,020 -299	-2%	-$27.1K	0.03%	301
2019 Q4	$1.37M	Buy	+14,319	New	+$1.37M	0.03%	279

Other funds holding PSR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFC

Strategic Financial Concepts San Antonio, Texas $405M AUM 15.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return

Avantax Advisory Services's PSR Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco Active US Real Estate Fund (PSR) stake by 0.05% in Q2 2025, buying an estimated $815 and bringing the position to 18,686 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #881.

Avantax Advisory Services first reported a position in PSR in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.55M in Q1 2022. 54 funds tracked by Wall St. Rank hold PSR as of Q2 2025.

Avantax Advisory Services held 18,686 shares of Invesco Active US Real Estate Fund worth $1.71M as of Q2 2025.
Avantax Advisory Services bought 9 Invesco Active US Real Estate Fund shares in Q2 2025, an estimated $815.
Invesco Active US Real Estate Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #881 holding.
Avantax Advisory Services first reported a position in Invesco Active US Real Estate Fund in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Invesco Active US Real Estate Fund position peaked at $2.55M in Q1 2022.
54 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.