CFD
PSR icon

Creative Financial Designs’s Invesco Active US Real Estate Fund PSR Stock Holding History

Creative Financial Designs’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
-10,379
Closed -$837K – 1276
2020
Q2 		$837K Sell
10,379
-458
-4% -$35.6K 0.25% 74
2020
Q1 		$778K Buy
10,837
+405
+4% +$36.7K 0.4% 44
2019
Q4 		$983K Buy
10,432
+10,405
+38,537% +$993K 0.44% 55
2019
Q3 		$3K Buy
+27
New +$2.52K ﹤0.01% 528

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

Creative Financial Designs's PSR Position: Q3 2020 in Review

Creative Financial Designs sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2020, closing a stake of 10,379 shares — an estimated $837K sold.

Creative Financial Designs first reported a position in PSR in Q3 2019 and held it in 4 quarters. The position peaked at $983K in Q4 2019. 44 funds tracked by Wall St. Rank hold PSR as of Q3 2020.

  • Creative Financial Designs reported no remaining Invesco Active US Real Estate Fund position as of Q3 2020 after selling out during the quarter.
  • Creative Financial Designs sold 10,379 Invesco Active US Real Estate Fund shares in Q3 2020, an estimated $837K.
  • Creative Financial Designs first reported a position in Invesco Active US Real Estate Fund in Q3 2019 and held it in 4 quarters.
  • Creative Financial Designs's Invesco Active US Real Estate Fund position peaked at $983K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.