First Allied Advisory Services’s Invesco Active US Real Estate Fund PSR Stock Holding History

First Allied Advisory Services’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 Q3	$297K	Sell	3,662 -111	-3%	-$9.13K	0.01%	904
2020 Q2	$304K	Buy	3,773 +340	+10%	+$26.5K	0.01%	837
2020 Q1	$246K	Sell	3,433 -3,873	-53%	-$351K	0.01%	841
2019 Q4	$696K	Buy	7,306 +4,814	+193%	+$459K	0.02%	603
2019 Q3	$238K	Buy	+2,492	New	+$233K	0.01%	1011
2013 Q3	–	Sell	-3,616	Closed	-$216K	–	1037
2013 Q2	$216K	Buy	+3,616	New	+$227K	0.02%	805

Other funds holding PSR

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SPIA

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

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Allied Advisory Services's PSR Position: Q3 2020 in Review

First Allied Advisory Services reduced its Invesco Active US Real Estate Fund (PSR) stake by 2.9% in Q3 2020, selling an estimated $9.13K and leaving 3,662 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #904.

First Allied Advisory Services first reported a position in PSR in Q2 2013 and has held it in 6 quarters since. The position peaked at $696K in Q4 2019. 44 funds tracked by Wall St. Rank hold PSR as of Q3 2020.

First Allied Advisory Services held 3,662 shares of Invesco Active US Real Estate Fund worth $297K as of Q3 2020.
First Allied Advisory Services sold 111 Invesco Active US Real Estate Fund shares in Q3 2020, an estimated $9.13K.
Invesco Active US Real Estate Fund made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #904 holding.
First Allied Advisory Services first reported a position in Invesco Active US Real Estate Fund in Q2 2013 and has held it in 6 quarters since.
First Allied Advisory Services's Invesco Active US Real Estate Fund position peaked at $696K in Q4 2019.
44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.