IA
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IFP Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

IFP 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
2026
Q2 		$4K Buy
39
+1
+3% +$101 ﹤0.01% 3908
2026
Q1 		$3.52K Sell
38
-15
-28% -$1.42K ﹤0.01% 3731
2025
Q4 		$4.79K Hold
53
– – ﹤0.01% 3438
2025
Q3 		$4.91K Hold
53
– – ﹤0.01% 3259
2025
Q2 		$4.84K Hold
53
– – ﹤0.01% 3411
2025
Q1 		$4.88K Sell
53
-41
-44% -$3.76K ﹤0.01% 2849
2024
Q4 		$8.45K Buy
94
+1
+1% +$96 ﹤0.01% 2591
2024
Q3 		$9.19K Sell
93
-842
-90% -$78.6K ﹤0.01% 2460
2024
Q2 		$80K Sell
935
-31
-3% -$2.61K ﹤0.01% 1453
2024
Q1 		$85.1K Buy
966
+8
+0.8% +$702 ﹤0.01% 1356
2023
Q4 		$87.7K Sell
958
-7
-0.7% -$578 ﹤0.01% 1303
2023
Q3 		$76.2K Buy
965
+7
+0.7% +$598 ﹤0.01% 1389
2023
Q2 		$83K Buy
958
+7
+0.7% +$596 ﹤0.01% 1402
2023
Q1 		$75.3K Sell
951
-285
-23% -$25.8K ﹤0.01% 1391
2022
Q4 		$98K Sell
1,236
-1,044
-46% -$91K ﹤0.01% 1750
2022
Q3 		$183K Sell
2,280
-39
-2% -$3.82K ﹤0.01% 1465
2022
Q2 		$186K Hold
2,319
– – 0.01% 1310
2022
Q1 		$186K Sell
2,319
-16,396
-88% -$1.78M 0.01% 1310
2021
Q4 		$2.25M Buy
18,715
+10,690
+133% +$1.19M 0.04% 237
2021
Q3 		$827K Sell
8,025
-3,360
-30% -$362K 0.02% 443
2021
Q2 		$1.17M Buy
11,385
+7,995
+236% +$805K 0.02% 344
2021
Q1 		$314K Buy
3,390
+80
+2% +$7.14K 0.01% 665
2020
Q4 		$287K Sell
3,310
-1,310
-28% -$111K 0.01% 677
2020
Q3 		$375K Buy
4,620
+694
+18% +$57.1K 0.02% 510
2020
Q2 		$313K Buy
3,926
+332
+9% +$25.8K 0.02% 529
2020
Q1 		$260K Buy
3,594
+160
+5% +$14.5K 0.03% 496
2019
Q4 		$328K Sell
3,434
-4
-0.1% -$382 0.02% 524
2019
Q3 		$327K Buy
+3,438
New +$321K 0.02% 603
2018
Q2 		– Sell
-291
Closed -$24K – 4018
2018
Q1 		$24K Hold
291
– – ﹤0.01% 2277
2017
Q4 		$24K Buy
+291
New +$23.7K ﹤0.01% 2308

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

IFP Advisors's PSR Position: Q2 2026 in Review

IFP Advisors increased its Invesco Active US Real Estate Fund (PSR) stake by 2.6% in Q2 2026, buying an estimated $101 and bringing the position to 39 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #3908.

IFP Advisors first reported a position in PSR in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.25M in Q4 2021. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • IFP Advisors held 39 shares of Invesco Active US Real Estate Fund worth $4K as of Q2 2026.
  • IFP Advisors bought 1 Invesco Active US Real Estate Fund share in Q2 2026, an estimated $101.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3908 holding.
  • IFP Advisors first reported a position in Invesco Active US Real Estate Fund in Q4 2017 and has held it in 30 quarters since.
  • IFP Advisors's Invesco Active US Real Estate Fund position peaked at $2.25M in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.