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HBW Advisory Services’s Invesco Active US Real Estate Fund PSR Stock Holding History

HBW Advisory Services’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
Q3 		– Sell
-8,577
Closed -$783K – 442
2025
Q2 		$783K Sell
8,577
-2,083
-20% -$189K 0.1% 193
2025
Q1 		$986K Buy
10,660
+550
+5% +$50.5K 0.14% 147
2024
Q4 		$913K Buy
10,110
+1,058
+12% +$101K 0.09% 139
2024
Q3 		$892K Buy
9,052
+33
+0.4% +$3.08K 0.13% 144
2024
Q2 		$772K Buy
+9,019
New +$758K 0.13% 153

Other funds holding PSR

IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HBW Advisory Services's PSR Position: Q3 2025 in Review

HBW Advisory Services sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2025, closing a stake of 8,577 shares — an estimated $783K sold.

HBW Advisory Services first reported a position in PSR in Q2 2024 and held it in 5 quarters. The position peaked at $986K in Q1 2025. 50 funds tracked by Wall St. Rank hold PSR as of Q3 2025.

  • HBW Advisory Services reported no remaining Invesco Active US Real Estate Fund position as of Q3 2025 after selling out during the quarter.
  • HBW Advisory Services sold 8,577 Invesco Active US Real Estate Fund shares in Q3 2025, an estimated $783K.
  • HBW Advisory Services first reported a position in Invesco Active US Real Estate Fund in Q2 2024 and held it in 5 quarters.
  • HBW Advisory Services's Invesco Active US Real Estate Fund position peaked at $986K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.