FPAS
PSR icon

Focus Partners Advisor Solutions’s Invesco Active US Real Estate Fund PSR Stock Holding History

Focus Partners Advisor Solutions’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
Q2 		– Sell
-2,041
Closed -$228K – 384
2022
Q1 		$228K Sell
2,041
-22
-1% -$2.39K 0.02% 289
2021
Q4 		$248K Buy
+2,063
New +$230K 0.05% 110

Other funds holding PSR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focus Partners Advisor Solutions's PSR Position: Q2 2022 in Review

Focus Partners Advisor Solutions sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2022, closing a stake of 2,041 shares — an estimated $228K sold.

Focus Partners Advisor Solutions first reported a position in PSR in Q4 2021 and held it in 2 quarters. The position peaked at $248K in Q4 2021. 76 funds tracked by Wall St. Rank hold PSR as of Q2 2022.

  • Focus Partners Advisor Solutions reported no remaining Invesco Active US Real Estate Fund position as of Q2 2022 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 2,041 Invesco Active US Real Estate Fund shares in Q2 2022, an estimated $228K.
  • Focus Partners Advisor Solutions first reported a position in Invesco Active US Real Estate Fund in Q4 2021 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's Invesco Active US Real Estate Fund position peaked at $248K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2022.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2022, filed 12 Aug 2022.