Financial Advocates Investment Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Financial Advocates Investment Management’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
2022 Q4	–	Sell	-49,986	Closed	-$4.24M	–	837
2022 Q3	$4.24M	Sell	49,986 -4,659	-9%	-$456K	0.35%	76
2022 Q2	$5.22M	Buy	+54,645	New	+$5.68M	0.42%	55
2022 Q1	–	Sell	-45,040	Closed	-$5.41M	–	795
2021 Q4	$5.41M	Buy	45,040 +707	+2%	+$78.8K	0.34%	66
2021 Q3	$4.57M	Buy	44,333 +3,090	+7%	+$333K	0.31%	79
2021 Q2	$4.27M	Buy	+41,243	New	+$4.15M	0.29%	76

Other funds holding PSR

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Financial Advocates Investment Management's PSR Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2022, closing a stake of 49,986 shares — an estimated $4.24M sold.

Financial Advocates Investment Management first reported a position in PSR in Q2 2021 and held it in 5 quarters. The position peaked at $5.41M in Q4 2021. 72 funds tracked by Wall St. Rank hold PSR as of Q4 2022.

Financial Advocates Investment Management reported no remaining Invesco Active US Real Estate Fund position as of Q4 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 49,986 Invesco Active US Real Estate Fund shares in Q4 2022, an estimated $4.24M.
Financial Advocates Investment Management first reported a position in Invesco Active US Real Estate Fund in Q2 2021 and held it in 5 quarters.
Financial Advocates Investment Management's Invesco Active US Real Estate Fund position peaked at $5.41M in Q4 2021.
72 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.