First Heartland Consultants’s Invesco Active US Real Estate Fund PSR Stock Holding History

First Heartland Consultants’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
2023 Q1	–	Sell	-2,427	Closed	-$211K	–	388
2022 Q4	$211K	Hold	2,427	–	–	0.03%	349
2022 Q3	$206	Buy	2,427 +214	+10%	+$20.9K	0.02%	329
2022 Q2	$211K	Hold	2,213	–	–	0.03%	313
2022 Q1	$247K	Sell	2,213 -6,267	-74%	-$680K	0.04%	294
2021 Q4	$1.02K	Sell	8,480 -58,114	-87%	-$6.47M	0.04%	119
2021 Q3	$6.87M	Buy	+66,594	New	+$7.18M	1.04%	18
2020 Q1	–	Sell	-15,417	Closed	-$1.48M	–	291
2019 Q4	$1.48M	Buy	15,417 +10,905	+242%	+$1.04M	0.29%	88
2019 Q3	$432K	Buy	+4,512	New	+$421K	0.09%	177

Other funds holding PSR

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

SPIA

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

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 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 $402M AUM 20.08% 1-Year Est. Return

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

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

First Heartland Consultants's PSR Position: Q1 2023 in Review

First Heartland Consultants sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2023, closing a stake of 2,427 shares — an estimated $211K sold.

First Heartland Consultants first reported a position in PSR in Q3 2019 and held it in 8 quarters. The position peaked at $6.87M in Q3 2021. 69 funds tracked by Wall St. Rank hold PSR as of Q1 2023.

First Heartland Consultants reported no remaining Invesco Active US Real Estate Fund position as of Q1 2023 after selling out during the quarter.
First Heartland Consultants sold 2,427 Invesco Active US Real Estate Fund shares in Q1 2023, an estimated $211K.
First Heartland Consultants first reported a position in Invesco Active US Real Estate Fund in Q3 2019 and held it in 8 quarters.
First Heartland Consultants's Invesco Active US Real Estate Fund position peaked at $6.87M in Q3 2021.
69 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2023.

Based on First Heartland Consultants's 13F filing for Q1 2023, filed 17 Apr 2023.