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Barber Financial Group’s Invesco Active US Real Estate Fund PSR Stock Holding History

Barber Financial Group’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
2020
Q2 		– Sell
-8,634
Closed -$620K – 132
2020
Q1 		$620K Sell
8,634
-143,767
-94% -$13M 0.2% 57
2019
Q4 		$14.6M Sell
152,401
-26,837
-15% -$2.56M 2.96% 10
2019
Q3 		$17.2M Buy
+179,238
New +$16.7M 3.65% 6

Other funds holding PSR

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barber Financial Group's PSR Position: Q2 2020 in Review

Barber Financial Group sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2020, closing a stake of 8,634 shares — an estimated $620K sold.

Barber Financial Group first reported a position in PSR in Q3 2019 and held it in 3 quarters. The position peaked at $17.2M in Q3 2019. 51 funds tracked by Wall St. Rank hold PSR as of Q2 2020.

  • Barber Financial Group reported no remaining Invesco Active US Real Estate Fund position as of Q2 2020 after selling out during the quarter.
  • Barber Financial Group sold 8,634 Invesco Active US Real Estate Fund shares in Q2 2020, an estimated $620K.
  • Barber Financial Group first reported a position in Invesco Active US Real Estate Fund in Q3 2019 and held it in 3 quarters.
  • Barber Financial Group's Invesco Active US Real Estate Fund position peaked at $17.2M in Q3 2019.
  • 51 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2020.

Based on Barber Financial Group's 13F filing for Q2 2020, filed 31 Jul 2020.