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Dynamic Advisor Solutions’s Invesco Active US Real Estate Fund PSR Stock Holding History

Dynamic Advisor 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
2023
Q2 		– Sell
-11,628
Closed -$1.02M – 842
2023
Q1 		$1.02M Buy
11,628
+586
+5% +$53K 0.06% 315
2022
Q4 		$962K Buy
11,042
+34
+0.3% +$2.96K 0.07% 289
2022
Q3 		$934K Buy
11,008
+1,018
+10% +$99.6K 0.07% 265
2022
Q2 		$954K Buy
9,990
+1,092
+12% +$113K 0.07% 254
2022
Q1 		$994K Buy
8,898
+1,974
+29% +$214K 0.07% 266
2021
Q4 		$832K Sell
6,924
-624
-8% -$69.5K 0.06% 314
2021
Q3 		$778K Buy
7,548
+952
+14% +$103K 0.06% 336
2021
Q2 		$683K Buy
6,596
+1,001
+18% +$101K 0.05% 355
2021
Q1 		$523K Buy
5,595
+624
+13% +$55.7K 0.05% 372
2020
Q4 		$432K Buy
4,971
+1,560
+46% +$132K 0.04% 399
2020
Q3 		$277K Buy
3,411
+672
+25% +$55.3K 0.03% 448
2020
Q2 		$221K Buy
+2,739
New +$213K 0.03% 457

Other funds holding PSR

APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Dynamic Advisor Solutions's PSR Position: Q2 2023 in Review

Dynamic Advisor Solutions sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2023, closing a stake of 11,628 shares — an estimated $1.02M sold.

Dynamic Advisor Solutions first reported a position in PSR in Q2 2020 and held it in 12 quarters. The position peaked at $1.02M in Q1 2023. 61 funds tracked by Wall St. Rank hold PSR as of Q2 2023.

  • Dynamic Advisor Solutions reported no remaining Invesco Active US Real Estate Fund position as of Q2 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,628 Invesco Active US Real Estate Fund shares in Q2 2023, an estimated $1.02M.
  • Dynamic Advisor Solutions first reported a position in Invesco Active US Real Estate Fund in Q2 2020 and held it in 12 quarters.
  • Dynamic Advisor Solutions's Invesco Active US Real Estate Fund position peaked at $1.02M in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.