Gateway Wealth Partners’s Invesco Active US Real Estate Fund PSR Stock Holding History

Gateway Wealth Partners’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
2026 Q2	$358K	Sell	3,491 -2,807	-45%	-$283K	0.02%	575
2026 Q1	$583K	Buy	6,298 +3,246	+106%	+$307K	0.02%	519
2025 Q4	$276K	Sell	3,052 -8	-0.3%	-$733	0.03%	383
2025 Q3	$284K	Buy	+3,060	New	+$281K	0.04%	333

Other funds holding PSR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Gateway Wealth Partners's PSR Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco Active US Real Estate Fund (PSR) stake by 45% in Q2 2026, selling an estimated $283K and leaving 3,491 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #575.

Gateway Wealth Partners first reported a position in PSR in Q3 2025 and has held it in 4 quarters since. The position peaked at $583K in Q1 2026. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

Gateway Wealth Partners held 3,491 shares of Invesco Active US Real Estate Fund worth $358K as of Q2 2026.
Gateway Wealth Partners sold 2,807 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $283K.
Invesco Active US Real Estate Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #575 holding.
Gateway Wealth Partners first reported a position in Invesco Active US Real Estate Fund in Q3 2025 and has held it in 4 quarters since.
Gateway Wealth Partners's Invesco Active US Real Estate Fund position peaked at $583K in Q1 2026.
44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.