Independence Bank of Kentucky’s Invesco Active US Real Estate Fund PSR Stock Holding History

Independence Bank of Kentucky’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	$10.3K	Hold	100	–	–	﹤0.01%	501
2026 Q1	$9.26K	Hold	100	–	–	﹤0.01%	525
2025 Q4	$9.03K	Hold	100	–	–	﹤0.01%	540
2025 Q3	$9.27K	Hold	100	–	–	﹤0.01%	539
2025 Q2	$9.13K	Hold	100	–	–	﹤0.01%	536
2025 Q1	$9.25K	Hold	100	–	–	﹤0.01%	522
2024 Q4	$9.03K	Hold	100	–	–	﹤0.01%	526
2024 Q3	$9.85K	Hold	100	–	–	﹤0.01%	489
2024 Q2	$8.56K	Hold	100	–	–	﹤0.01%	458
2024 Q1	$8.81K	Hold	100	–	–	﹤0.01%	448
2023 Q4	$9.15K	Hold	100	–	–	﹤0.01%	426
2023 Q3	$7.9K	Hold	100	–	–	﹤0.01%	400
2023 Q2	$8.67K	Hold	100	–	–	﹤0.01%	395
2023 Q1	$8.75K	Hold	100	–	–	﹤0.01%	362
2022 Q4	$9K	Hold	100	–	–	﹤0.01%	362
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	354
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	346
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	345
2021 Q4	$12K	Hold	100	–	–	﹤0.01%	330
2021 Q3	$10K	Hold	100	–	–	﹤0.01%	342
2021 Q2	$10K	Hold	100	–	–	﹤0.01%	338
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	338
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	330
2020 Q3	$8K	Buy	+100	New	+$8.23K	﹤0.01%	315

Other funds holding PSR

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

AFA

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

MFG

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independence Bank of Kentucky's PSR Position: Q2 2026 in Review

Independence Bank of Kentucky held its Invesco Active US Real Estate Fund (PSR) position steady in Q2 2026 at 100 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Independence Bank of Kentucky first reported a position in PSR in Q3 2020 and has held it in 24 quarters since. The position peaked at $12K in Q4 2021. 15 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

Independence Bank of Kentucky held 100 shares of Invesco Active US Real Estate Fund worth $10.3K as of Q2 2026.
Independence Bank of Kentucky left its Invesco Active US Real Estate Fund share count unchanged in Q2 2026.
Invesco Active US Real Estate Fund made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #501 holding.
Independence Bank of Kentucky first reported a position in Invesco Active US Real Estate Fund in Q3 2020 and has held it in 24 quarters since.
Independence Bank of Kentucky's Invesco Active US Real Estate Fund position peaked at $12K in Q4 2021.
15 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.