Householder Group Estate & Retirement Specialist’s Invesco Active US Real Estate Fund PSR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$0	Sell	1 -183	-99%	-$17.5K	﹤0.01%	1016
2024 Q3	$18K	Buy	184 +40	+28%	+$3.73K	0.01%	721
2024 Q2	$12K	Hold	144	–	–	﹤0.01%	785
2024 Q1	$12.7K	Hold	144	–	–	﹤0.01%	763
2023 Q4	$13K	Hold	144	–	–	﹤0.01%	708
2023 Q3	$11.4K	Buy	+144	New	+$12.3K	﹤0.01%	758
2023 Q1	$13K	Buy	+144	New	+$13K	0.01%	736
2022 Q4	–	Sell	-86	Closed	-$7K	–	900
2022 Q3	$7K	Buy	+86	New	+$8.42K	﹤0.01%	814

Other funds holding PSR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AFA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PSR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco Active US Real Estate Fund (PSR) stake by 99% in Q4 2024, selling an estimated $17.5K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Householder Group Estate & Retirement Specialist first reported a position in PSR in Q3 2022 and has held it in 8 quarters since. The position peaked at $18K in Q3 2024. 52 funds tracked by Wall St. Rank hold PSR as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1 share of Invesco Active US Real Estate Fund worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 183 Invesco Active US Real Estate Fund shares in Q4 2024, an estimated $17.5K.
Invesco Active US Real Estate Fund made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1016 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Active US Real Estate Fund in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Invesco Active US Real Estate Fund position peaked at $18K in Q3 2024.
52 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.