Benjamin F. Edwards & Company’s Invesco Active US Real Estate Fund PSR Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$52K	Buy	613 +68	+12%	+$5.72K	﹤0.01%	1318
2024 Q1	$48K	Hold	545	–	–	﹤0.01%	1300
2023 Q4	$50K	Buy	545 +107	+24%	+$8.84K	﹤0.01%	1256
2023 Q3	$35K	Hold	438	–	–	﹤0.01%	1145
2023 Q2	$38K	Hold	438	–	–	﹤0.01%	1148
2023 Q1	$38K	Hold	438	–	–	﹤0.01%	1157
2022 Q4	$38K	Buy	+438	New	+$38.2K	﹤0.01%	1146

Other funds holding PSR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Benjamin F. Edwards & Company's PSR Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Invesco Active US Real Estate Fund (PSR) stake by 12% in Q2 2024, buying an estimated $5.72K and bringing the position to 613 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Benjamin F. Edwards & Company first reported a position in PSR in Q4 2022 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold PSR as of Q2 2024.

Benjamin F. Edwards & Company held 613 shares of Invesco Active US Real Estate Fund worth $52K as of Q2 2024.
Benjamin F. Edwards & Company bought 68 Invesco Active US Real Estate Fund shares in Q2 2024, an estimated $5.72K.
Invesco Active US Real Estate Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1318 holding.
Benjamin F. Edwards & Company first reported a position in Invesco Active US Real Estate Fund in Q4 2022 and has held it in 7 quarters since.
53 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.