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Coppell Advisory Solutions’s Invesco Active US Real Estate Fund PSR Stock Holding History

Coppell Advisory Solutions’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
-40
Closed -$3.58K – 1471
2024
Q4 		$3.58K Hold
40
– – ﹤0.01% 1412
2024
Q3 		$3.91K Hold
40
– – ﹤0.01% 1308
2024
Q2 		$3.42K Buy
+40
New +$3.36K ﹤0.01% 1278

Other funds holding PSR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
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

Coppell Advisory Solutions's PSR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2025, closing a stake of 40 shares — an estimated $3.58K sold.

Coppell Advisory Solutions first reported a position in PSR in Q2 2024 and held it in 3 quarters. The position peaked at $3.91K in Q3 2024. 51 funds tracked by Wall St. Rank hold PSR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Invesco Active US Real Estate Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 40 Invesco Active US Real Estate Fund shares in Q1 2025, an estimated $3.58K.
  • Coppell Advisory Solutions first reported a position in Invesco Active US Real Estate Fund in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Invesco Active US Real Estate Fund position peaked at $3.91K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.