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

Clearstead 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
2026 Q2	$2.46K	Buy	+24	New	+$2.42K	﹤0.01%	2406

Other funds holding PSR

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return

KAS

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

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

AFA

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

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Clearstead Advisors's PSR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Invesco Active US Real Estate Fund (PSR) in Q2 2026: 24 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #2406 among its holdings.

44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

Clearstead Advisors held 24 shares of Invesco Active US Real Estate Fund worth $2.46K as of Q2 2026.
Invesco Active US Real Estate Fund was a new Clearstead Advisors position in Q2 2026.
Invesco Active US Real Estate Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2406 holding.
44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.