Freedom Investment Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Freedom Investment Management’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	-2,916	Closed	-$255K	–	750
2023 Q1	$255K	Sell	2,916 -291	-9%	-$26.3K	0.03%	596
2022 Q4	$279K	Sell	3,207 -415	-11%	-$36.2K	0.03%	593
2022 Q3	$307K	Sell	3,622 -662	-15%	-$64.8K	0.04%	563
2022 Q2	$409K	Buy	+4,284	New	+$445K	0.04%	512
2022 Q1	–	Sell	-2,386	Closed	-$287K	–	911
2021 Q4	$287K	Buy	+2,386	New	+$266K	0.02%	689

Other funds holding PSR

APWA

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

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

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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Freedom Investment Management's PSR Position: Q2 2023 in Review

Freedom Investment Management sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2023, closing a stake of 2,916 shares — an estimated $255K sold.

Freedom Investment Management first reported a position in PSR in Q4 2021 and held it in 5 quarters. The position peaked at $409K in Q2 2022. 61 funds tracked by Wall St. Rank hold PSR as of Q2 2023.

Freedom Investment Management reported no remaining Invesco Active US Real Estate Fund position as of Q2 2023 after selling out during the quarter.
Freedom Investment Management sold 2,916 Invesco Active US Real Estate Fund shares in Q2 2023, an estimated $255K.
Freedom Investment Management first reported a position in Invesco Active US Real Estate Fund in Q4 2021 and held it in 5 quarters.
Freedom Investment Management's Invesco Active US Real Estate Fund position peaked at $409K in Q2 2022.
61 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.