CPA
PSR icon

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

Capital Planning 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
2020
Q3 		– Sell
-3,843
Closed -$310K – 128
2020
Q2 		$310K Buy
+3,843
New +$299K 0.09% 112
2020
Q1 		– Sell
-2,376
Closed -$228K – 121
2019
Q4 		$228K Buy
2,376
+50
+2% +$4.77K 0.06% 115
2019
Q3 		$223K Buy
+2,326
New +$217K 0.06% 113

Other funds holding PSR

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Planning Advisors's PSR Position: Q3 2020 in Review

Capital Planning Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2020, closing a stake of 3,843 shares — an estimated $310K sold.

Capital Planning Advisors first reported a position in PSR in Q3 2019 and held it in 3 quarters. The position peaked at $310K in Q2 2020. 44 funds tracked by Wall St. Rank hold PSR as of Q3 2020.

  • Capital Planning Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q3 2020 after selling out during the quarter.
  • Capital Planning Advisors sold 3,843 Invesco Active US Real Estate Fund shares in Q3 2020, an estimated $310K.
  • Capital Planning Advisors first reported a position in Invesco Active US Real Estate Fund in Q3 2019 and held it in 3 quarters.
  • Capital Planning Advisors's Invesco Active US Real Estate Fund position peaked at $310K in Q2 2020.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2020.

Based on Capital Planning Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.