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HC Financial Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

HC Financial Advisors’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
2022
Q2 		$27K Hold
281
– – 0.02% 166
2022
Q1 		$31K Hold
281
– – 0.02% 164
2021
Q4 		$34K Buy
+281
New +$31.3K 0.02% 169

Other funds holding PSR

IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HC Financial Advisors's PSR Position: Q2 2022 in Review

HC Financial Advisors held its Invesco Active US Real Estate Fund (PSR) position steady in Q2 2022 at 281 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #166.

HC Financial Advisors first reported a position in PSR in Q4 2021 and has held it in 3 quarters since. The position peaked at $34K in Q4 2021. 76 funds tracked by Wall St. Rank hold PSR as of Q2 2022.

  • HC Financial Advisors held 281 shares of Invesco Active US Real Estate Fund worth $27K as of Q2 2022.
  • HC Financial Advisors left its Invesco Active US Real Estate Fund share count unchanged in Q2 2022.
  • Invesco Active US Real Estate Fund made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #166 holding.
  • HC Financial Advisors first reported a position in Invesco Active US Real Estate Fund in Q4 2021 and has held it in 3 quarters since.
  • HC Financial Advisors's Invesco Active US Real Estate Fund position peaked at $34K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.