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

Cambridge 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
2025 Q1	–	Sell	-2,230	Closed	-$201K	–	178
2024 Q4	$201K	Sell	2,230 -11	-0.5%	-$1.05K	0.04%	167
2024 Q3	$221K	Buy	+2,241	New	+$209K	0.05%	165
2024 Q1	–	Sell	-2,367	Closed	-$217K	–	170
2023 Q4	$217K	Buy	+2,367	New	+$196K	0.05%	158
2023 Q3	–	Sell	-2,335	Closed	-$202K	–	168
2023 Q2	$202K	Buy	2,335 +17	+0.7%	+$1.45K	0.05%	164
2023 Q1	$203K	Buy	2,318 +21	+0.9%	+$1.9K	0.05%	172
2022 Q4	$200K	Sell	2,297 -433	-16%	-$37.7K	0.05%	177
2022 Q3	$232K	Buy	2,730 +22	+0.8%	+$2.15K	0.07%	159
2022 Q2	$259K	Sell	2,708 -30	-1%	-$3.12K	0.07%	155
2022 Q1	$306K	Buy	2,738 +54	+2%	+$5.86K	0.07%	151
2021 Q4	$322K	Buy	2,684 +73	+3%	+$8.13K	0.07%	153
2021 Q3	$269K	Buy	2,611 +38	+1%	+$4.1K	0.07%	156
2021 Q2	$266K	Buy	2,573 +14	+0.5%	+$1.41K	0.06%	150
2021 Q1	$239K	Buy	2,559 +43	+2%	+$3.84K	0.06%	152
2020 Q4	$219K	Buy	2,516 +26	+1%	+$2.2K	0.06%	151
2020 Q3	$202K	Buy	+2,490	New	+$205K	0.06%	146

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

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

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

AFA

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 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

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

SFC

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

Cambridge Advisors's PSR Position: Q1 2025 in Review

Cambridge Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2025, closing a stake of 2,230 shares — an estimated $201K sold.

Cambridge Advisors first reported a position in PSR in Q3 2020 and held it in 15 quarters. The position peaked at $322K in Q4 2021. 51 funds tracked by Wall St. Rank hold PSR as of Q1 2025.

Cambridge Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q1 2025 after selling out during the quarter.
Cambridge Advisors sold 2,230 Invesco Active US Real Estate Fund shares in Q1 2025, an estimated $201K.
Cambridge Advisors first reported a position in Invesco Active US Real Estate Fund in Q3 2020 and held it in 15 quarters.
Cambridge Advisors's Invesco Active US Real Estate Fund position peaked at $322K in Q4 2021.
51 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2025.

Based on Cambridge Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.