FNWA
PSR icon

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

Financial Network 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
2024
Q4 		– Sell
-250
Closed -$24.6K – 756
2024
Q3 		$24.6K Buy
+250
New +$23.3K 0.02% 348

Other funds holding PSR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Network Wealth Advisors's PSR Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2024, closing a stake of 250 shares — an estimated $24.6K sold.

Financial Network Wealth Advisors first reported a position in PSR in Q3 2024 and held it in 1 quarter. The position peaked at $24.6K in Q3 2024. 52 funds tracked by Wall St. Rank hold PSR as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 250 Invesco Active US Real Estate Fund shares in Q4 2024, an estimated $24.6K.
  • Financial Network Wealth Advisors first reported a position in Invesco Active US Real Estate Fund in Q3 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Invesco Active US Real Estate Fund position peaked at $24.6K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.