GS
PSR icon

GWN Securities’s Invesco Active US Real Estate Fund PSR Stock Holding History

GWN Securities’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
2025
Q2 		– Sell
-3,172
Closed -$286K – 641
2025
Q1 		$286K Buy
+3,172
New +$291K 0.02% 588

Other funds holding PSR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

GWN Securities's PSR Position: Q2 2025 in Review

GWN Securities sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2025, closing a stake of 3,172 shares — an estimated $286K sold.

GWN Securities first reported a position in PSR in Q1 2025 and held it in 1 quarter. The position peaked at $286K in Q1 2025. 54 funds tracked by Wall St. Rank hold PSR as of Q2 2025.

  • GWN Securities reported no remaining Invesco Active US Real Estate Fund position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 3,172 Invesco Active US Real Estate Fund shares in Q2 2025, an estimated $286K.
  • GWN Securities first reported a position in Invesco Active US Real Estate Fund in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Invesco Active US Real Estate Fund position peaked at $286K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.