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

Evoke Wealth’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
2020
Q1 		– Sell
-33
Closed -$546 – 1303
2019
Q4 		$546 Buy
+33
New +$3.15K ﹤0.01% 1186

Other funds holding PSR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Evoke Wealth's PSR Position: Q1 2020 in Review

Evoke Wealth sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2020, closing a stake of 33 shares — an estimated $546 sold.

Evoke Wealth first reported a position in PSR in Q4 2019 and held it in 1 quarter. The position peaked at $546 in Q4 2019. 46 funds tracked by Wall St. Rank hold PSR as of Q1 2020.

  • Evoke Wealth reported no remaining Invesco Active US Real Estate Fund position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 33 Invesco Active US Real Estate Fund shares in Q1 2020, an estimated $546.
  • Evoke Wealth first reported a position in Invesco Active US Real Estate Fund in Q4 2019 and held it in 1 quarter.
  • Evoke Wealth's Invesco Active US Real Estate Fund position peaked at $546 in Q4 2019.
  • 46 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.