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Fortis Capital Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-865
Closed -$75.7K – 485
2023
Q1 		$75.7K Hold
865
– – 0.04% 228
2022
Q4 		$75.3K Buy
+865
New +$75.4K 0.04% 253

Other funds holding PSR

APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Fortis Capital Advisors's PSR Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2023, closing a stake of 865 shares — an estimated $75.7K sold.

Fortis Capital Advisors first reported a position in PSR in Q4 2022 and held it in 2 quarters. The position peaked at $75.7K in Q1 2023. 61 funds tracked by Wall St. Rank hold PSR as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 865 Invesco Active US Real Estate Fund shares in Q2 2023, an estimated $75.7K.
  • Fortis Capital Advisors first reported a position in Invesco Active US Real Estate Fund in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Invesco Active US Real Estate Fund position peaked at $75.7K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.