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

Capital Advisory Group 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
2021 Q1	–	Sell	-430	Closed	-$37K	–	548
2020 Q4	$37K	Sell	430 -100	-19%	-$8.46K	0.02%	266
2020 Q3	$43K	Hold	530	–	–	0.02%	209
2020 Q2	$43K	Hold	530	–	–	0.02%	202
2020 Q1	$38K	Buy	+530	New	+$48.1K	0.05%	123

Other funds holding PSR

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Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

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 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

Capital Advisory Group Advisory Services's PSR Position: Q1 2021 in Review

Capital Advisory Group Advisory Services sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2021, closing a stake of 430 shares — an estimated $37K sold.

Capital Advisory Group Advisory Services first reported a position in PSR in Q1 2020 and held it in 4 quarters. The position peaked at $43K in Q3 2020. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2021.

Capital Advisory Group Advisory Services reported no remaining Invesco Active US Real Estate Fund position as of Q1 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 430 Invesco Active US Real Estate Fund shares in Q1 2021, an estimated $37K.
Capital Advisory Group Advisory Services first reported a position in Invesco Active US Real Estate Fund in Q1 2020 and held it in 4 quarters.
Capital Advisory Group Advisory Services's Invesco Active US Real Estate Fund position peaked at $43K in Q3 2020.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2021, filed 14 May 2021.