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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
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Gateway Wealth Partners's PSR Position: Q1 2026 in Review

Gateway Wealth Partners increased its Invesco Active US Real Estate Fund (PSR) stake by 106% in Q1 2026, buying an estimated $307K and bringing the position to 6,298 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #519.

Gateway Wealth Partners first reported a position in PSR in Q3 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Gateway Wealth Partners held 6,298 shares of Invesco Active US Real Estate Fund worth $583K as of Q1 2026.
  • Gateway Wealth Partners bought 3,246 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $307K.
  • Invesco Active US Real Estate Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q1 2026, its #519 holding.
  • Gateway Wealth Partners first reported a position in Invesco Active US Real Estate Fund in Q3 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.