CFO
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CVA Family Office’s Invesco Active US Real Estate Fund PSR Stock Holding History

CVA Family Office’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 		$116K Sell
1,257
-49
-4% -$4.64K 0.01% 424
2025
Q4 		$118K Sell
1,306
-175
-12% -$16K 0.01% 388
2025
Q3 		$137K Sell
1,481
-3
-0.2% -$276 0.02% 366
2025
Q2 		$136K Buy
1,484
+7
+0.5% +$634 0.02% 357
2025
Q1 		$137K Buy
1,477
+6
+0.4% +$551 0.02% 341
2024
Q4 		$133K Buy
1,471
+6
+0.4% +$574 0.02% 340
2024
Q3 		$144K Buy
1,465
+5
+0.3% +$467 0.02% 308
2024
Q2 		$125K Buy
1,460
+54
+4% +$4.54K 0.02% 322
2024
Q1 		$124K Buy
1,406
+6
+0.4% +$527 0.02% 322
2023
Q4 		$128K Sell
1,400
-1,602
-53% -$132K 0.03% 300
2023
Q3 		$237K Buy
3,002
+5
+0.2% +$427 0.05% 193
2023
Q2 		$260K Buy
2,997
+6
+0.2% +$511 0.05% 186
2023
Q1 		$262K Buy
2,991
+5
+0.2% +$452 0.06% 182
2022
Q4 		$260K Buy
2,986
+740
+33% +$64.5K 0.06% 168
2022
Q3 		$191K Hold
2,246
– – 0.05% 179
2022
Q2 		$214K Hold
2,246
– – 0.06% 163
2022
Q1 		$251K Hold
2,246
– – 0.06% 156
2021
Q4 		$270K Hold
2,246
– – 0.07% 147
2021
Q3 		$182K Hold
2,246
– – 0.13% 92
2021
Q2 		$233K Hold
2,246
– – 0.07% 143
2021
Q1 		$210K Hold
2,246
– – 0.08% 116
2020
Q4 		$195K Hold
2,246
– – 0.12% 96
2020
Q3 		$182K Sell
2,246
-1,130
-33% -$93K 0.13% 92
2020
Q2 		$272K Sell
3,376
-420
-11% -$32.7K 0.22% 70
2020
Q1 		$272K Sell
3,796
-985
-21% -$89.3K 0.28% 63
2019
Q4 		$458K Buy
+4,781
New +$456K 0.42% 44

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

CVA Family Office's PSR Position: Q1 2026 in Review

CVA Family Office reduced its Invesco Active US Real Estate Fund (PSR) stake by 3.8% in Q1 2026, selling an estimated $4.64K and leaving 1,257 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #424.

CVA Family Office first reported a position in PSR in Q4 2019 and has held it in 26 quarters since. The position peaked at $458K in Q4 2019. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • CVA Family Office held 1,257 shares of Invesco Active US Real Estate Fund worth $116K as of Q1 2026.
  • CVA Family Office sold 49 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $4.64K.
  • Invesco Active US Real Estate Fund made up 0.01% of CVA Family Office's portfolio in Q1 2026, its #424 holding.
  • CVA Family Office first reported a position in Invesco Active US Real Estate Fund in Q4 2019 and has held it in 26 quarters since.
  • CVA Family Office's Invesco Active US Real Estate Fund position peaked at $458K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.