EverSource Wealth Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

EverSource Wealth Advisors’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	$7.18K	Buy	78 +1	+1%	+$95	﹤0.01%	3094
2025 Q4	$6.95K	Buy	77 +1	+1%	+$92	﹤0.01%	2977
2025 Q3	$7.08K	Sell	76 -14	-16%	-$1.29K	﹤0.01%	2989
2025 Q2	$8.22K	Buy	90 +1	+1%	+$91	﹤0.01%	2938
2025 Q1	$8.27K	Hold	89	–	–	﹤0.01%	2218
2024 Q4	$8.02K	Hold	89	–	–	﹤0.01%	2113
2024 Q3	$8.76K	Buy	89 +1	+1%	+$93	﹤0.01%	1944
2024 Q2	$8.12K	Sell	88 -156	-64%	-$13.1K	﹤0.01%	1970
2024 Q1	$19.7K	Buy	244 +2	+0.8%	+$176	﹤0.01%	1368
2023 Q4	$22.1K	Buy	+242	New	+$20K	﹤0.01%	1195

Other funds holding PSR

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

EverSource Wealth Advisors's PSR Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Invesco Active US Real Estate Fund (PSR) stake by 1.3% in Q1 2026, buying an estimated $95 and bringing the position to 78 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3094.

EverSource Wealth Advisors first reported a position in PSR in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.1K in Q4 2023. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

EverSource Wealth Advisors held 78 shares of Invesco Active US Real Estate Fund worth $7.18K as of Q1 2026.
EverSource Wealth Advisors bought 1 Invesco Active US Real Estate Fund share in Q1 2026, an estimated $95.
Invesco Active US Real Estate Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3094 holding.
EverSource Wealth Advisors first reported a position in Invesco Active US Real Estate Fund in Q4 2023 and has held it in 10 quarters since.
EverSource Wealth Advisors's Invesco Active US Real Estate Fund position peaked at $22.1K in Q4 2023.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.