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
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

IFP Advisors's PSR Position: Q1 2026 in Review

IFP Advisors reduced its Invesco Active US Real Estate Fund (PSR) stake by 28% in Q1 2026, selling an estimated $1.42K and leaving 38 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3731.

IFP Advisors first reported a position in PSR in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.25M in Q4 2021. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • IFP Advisors held 38 shares of Invesco Active US Real Estate Fund worth $3.52K as of Q1 2026.
  • IFP Advisors sold 15 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $1.42K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3731 holding.
  • IFP Advisors first reported a position in Invesco Active US Real Estate Fund in Q4 2017 and has held it in 29 quarters since.
  • IFP Advisors's Invesco Active US Real Estate Fund position peaked at $2.25M in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.