Commonwealth Equity Services
PSR icon

Commonwealth Equity Services’s Invesco Active US Real Estate Fund PSR Stock Holding History

Commonwealth Equity 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
2026
Q1 		$212K Buy
2,286
+8
+0.4% +$757 ﹤0.01% 3955
2025
Q4 		$206K Sell
2,278
-201
-8% -$18.4K ﹤0.01% 3965
2025
Q3 		$230K Buy
2,479
+8
+0.3% +$736 ﹤0.01% 3855
2025
Q2 		$226K Sell
2,471
-184
-7% -$16.7K ﹤0.01% 3820
2025
Q1 		$246K Buy
2,655
+201
+8% +$18.5K ﹤0.01% 3664
2024
Q4 		$222K Buy
2,454
+10
+0.4% +$956 ﹤0.01% 3675
2024
Q3 		$241K Sell
2,444
-358
-13% -$33.4K ﹤0.01% 3544
2024
Q2 		$240K Sell
2,802
-2,748
-50% -$231K ﹤0.01% 3502
2024
Q1 		$489K Buy
5,550
+271
+5% +$23.8K ﹤0.01% 2843
2023
Q4 		$483K Sell
5,279
-1,392
-21% -$115K ﹤0.01% 2741
2023
Q3 		$527K Sell
6,671
-4,230
-39% -$362K ﹤0.01% 2549
2023
Q2 		$945K Buy
10,901
+3,096
+40% +$264K ﹤0.01% 2138
2023
Q1 		$682 Buy
7,805
+4,499
+136% +$407K ﹤0.01% 2300
2022
Q4 		$287K Buy
3,306
+308
+10% +$26.9K ﹤0.01% 2902
2022
Q3 		$254K Sell
2,998
-281
-9% -$27.5K ﹤0.01% 2957
2022
Q2 		$313K Sell
3,279
-169
-5% -$17.6K ﹤0.01% 2804
2022
Q1 		$385K Sell
3,448
-319
-8% -$34.6K ﹤0.01% 2748
2021
Q4 		$452K Sell
3,767
-331
-8% -$36.9K ﹤0.01% 2610
2021
Q3 		$422K Buy
4,098
+180
+5% +$19.4K ﹤0.01% 2604
2021
Q2 		$405K Buy
3,918
+78
+2% +$7.85K ﹤0.01% 2638
2021
Q1 		$359K Sell
3,840
-10,112
-72% -$902K ﹤0.01% 2599
2020
Q4 		$1.21M Buy
13,952
+10,314
+284% +$872K ﹤0.01% 1539
2020
Q3 		$294K Sell
3,638
-691
-16% -$56.9K ﹤0.01% 2367
2020
Q2 		$349K Sell
4,329
-79
-2% -$6.15K ﹤0.01% 2157
2020
Q1 		$316K Sell
4,408
-6,976
-61% -$633K ﹤0.01% 2025
2019
Q4 		$1.09M Buy
11,384
+946
+9% +$90.3K ﹤0.01% 1369
2019
Q3 		$1M Buy
10,438
+1,053
+11% +$98.3K ﹤0.01% 1366
2019
Q2 		$842K Buy
9,385
+303
+3% +$27.2K ﹤0.01% 1453
2019
Q1 		$809K Buy
9,082
+73
+0.8% +$6.13K ﹤0.01% 1436
2018
Q4 		$687K Buy
9,009
+335
+4% +$26.8K ﹤0.01% 1428
2018
Q3 		$704K Buy
8,674
+2,960
+52% +$244K ﹤0.01% 1541
2018
Q2 		$468K Buy
5,714
+2,759
+93% +$215K ﹤0.01% 1799
2018
Q1 		$226K Buy
+2,955
New +$227K ﹤0.01% 2304

Other funds holding PSR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Commonwealth Equity Services's PSR Position: Q1 2026 in Review

Commonwealth Equity Services increased its Invesco Active US Real Estate Fund (PSR) stake by 0.35% in Q1 2026, buying an estimated $757 and bringing the position to 2,286 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #3955.

Commonwealth Equity Services first reported a position in PSR in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.21M in Q4 2020. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Commonwealth Equity Services held 2,286 shares of Invesco Active US Real Estate Fund worth $212K as of Q1 2026.
  • Commonwealth Equity Services bought 8 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $757.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3955 holding.
  • Commonwealth Equity Services first reported a position in Invesco Active US Real Estate Fund in Q1 2018 and has held it in 33 quarters since.
  • Commonwealth Equity Services's Invesco Active US Real Estate Fund position peaked at $1.21M in Q4 2020.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.