Equitable Holdings’s Invesco Active US Real Estate Fund PSR Stock Holding History

Equitable Holdings’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	-2,543	Closed	-$222K	–	1062
2023 Q1	$222K	Hold	2,543	–	–	﹤0.01%	891
2022 Q4	$221K	Buy	2,543 +142	+6%	+$12.4K	﹤0.01%	823
2022 Q3	$204K	Hold	2,401	–	–	﹤0.01%	815
2022 Q2	$229K	Hold	2,401	–	–	﹤0.01%	778
2022 Q1	$268K	Hold	2,401	–	–	﹤0.01%	751
2021 Q4	$288K	Hold	2,401	–	–	﹤0.01%	720
2021 Q3	$248K	Hold	2,401	–	–	﹤0.01%	733
2021 Q2	$249K	Hold	2,401	–	–	﹤0.01%	723
2021 Q1	$225K	Buy	+2,401	New	+$214K	﹤0.01%	693

Other funds holding PSR

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Equitable Holdings's PSR Position: Q2 2023 in Review

Equitable Holdings sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2023, closing a stake of 2,543 shares — an estimated $222K sold.

Equitable Holdings first reported a position in PSR in Q1 2021 and held it in 9 quarters. The position peaked at $288K in Q4 2021. 61 funds tracked by Wall St. Rank hold PSR as of Q2 2023.

Equitable Holdings reported no remaining Invesco Active US Real Estate Fund position as of Q2 2023 after selling out during the quarter.
Equitable Holdings sold 2,543 Invesco Active US Real Estate Fund shares in Q2 2023, an estimated $222K.
Equitable Holdings first reported a position in Invesco Active US Real Estate Fund in Q1 2021 and held it in 9 quarters.
Equitable Holdings's Invesco Active US Real Estate Fund position peaked at $288K in Q4 2021.
61 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2023.

Based on Equitable Holdings's 13F filing for Q2 2023, filed 15 Aug 2023.