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
Q2 		$130K Buy
1,265
+8
+0.6% +$808 0.01% 422
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
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
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

CVA Family Office's PSR Position: Q2 2026 in Review

CVA Family Office increased its Invesco Active US Real Estate Fund (PSR) stake by 0.64% in Q2 2026, buying an estimated $808 and bringing the position to 1,265 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #422.

CVA Family Office first reported a position in PSR in Q4 2019 and has held it in 27 quarters since. The position peaked at $458K in Q4 2019. 43 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • CVA Family Office held 1,265 shares of Invesco Active US Real Estate Fund worth $130K as of Q2 2026.
  • CVA Family Office bought 8 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $808.
  • Invesco Active US Real Estate Fund made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #422 holding.
  • CVA Family Office first reported a position in Invesco Active US Real Estate Fund in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's Invesco Active US Real Estate Fund position peaked at $458K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.