CX Institutional’s Invesco Active US Real Estate Fund PSR Stock Holding History

CX Institutional’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	$30K	Sell	290 -3,055	-91%	-$308K	﹤0.01%	1080
2026 Q1	$310K	Buy	3,345 +3,090	+1,212%	+$292K	0.01%	594
2025 Q4	$23K	Sell	255 -12	-4%	-$1.1K	﹤0.01%	1092
2025 Q3	$25K	Buy	267 +20	+8%	+$1.84K	﹤0.01%	1059
2025 Q2	$23K	Buy	247 +8	+3%	+$725	﹤0.01%	945
2025 Q1	$22K	Buy	+239	New	+$21.9K	﹤0.01%	936
2023 Q1	–	Sell	-4,400	Closed	-$383K	–	561
2022 Q4	$383K	Sell	4,400 -5,650	-56%	-$493K	0.02%	398
2022 Q3	$853K	Buy	+10,050	New	+$984K	0.06%	281

Other funds holding PSR

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

CX Institutional's PSR Position: Q2 2026 in Review

CX Institutional reduced its Invesco Active US Real Estate Fund (PSR) stake by 91% in Q2 2026, selling an estimated $308K and leaving 290 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

CX Institutional first reported a position in PSR in Q3 2022 and has held it in 8 quarters since. The position peaked at $853K in Q3 2022. 6 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

CX Institutional held 290 shares of Invesco Active US Real Estate Fund worth $30K as of Q2 2026.
CX Institutional sold 3,055 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $308K.
Invesco Active US Real Estate Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1080 holding.
CX Institutional first reported a position in Invesco Active US Real Estate Fund in Q3 2022 and has held it in 8 quarters since.
CX Institutional's Invesco Active US Real Estate Fund position peaked at $853K in Q3 2022.
6 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.