Independent Wealth Network’s Invesco Active US Real Estate Fund PSR Stock Holding History

Independent Wealth Network’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	–	Sell	-4,598	Closed	-$415K	–	337
2025 Q4	$415K	Buy	4,598 +511	+13%	+$46.8K	0.13%	173
2025 Q3	$379K	Buy	4,087 +926	+29%	+$85.2K	0.12%	182
2025 Q2	$289K	Buy	3,161 +27	+0.9%	+$2.45K	0.11%	197
2025 Q1	$290K	Buy	3,134 +146	+5%	+$13.4K	0.12%	184
2024 Q4	$270K	Buy	2,988 +862	+41%	+$82.4K	0.11%	184
2024 Q3	$209K	Buy	+2,126	New	+$198K	0.09%	207
2022 Q2	–	Sell	-1,991	Closed	-$222K	–	208
2022 Q1	$222K	Buy	1,991 +94	+5%	+$10.2K	0.14%	178
2021 Q4	$228K	Sell	1,897 -124	-6%	-$13.8K	0.14%	175
2021 Q3	$227K	Buy	+2,021	New	+$218K	0.15%	175

Other funds holding PSR

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AFA

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

Independent Wealth Network's PSR Position: Q1 2026 in Review

Independent Wealth Network sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2026, closing a stake of 4,598 shares — an estimated $415K sold.

Independent Wealth Network first reported a position in PSR in Q3 2021 and held it in 9 quarters. The position peaked at $415K in Q4 2025. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

Independent Wealth Network reported no remaining Invesco Active US Real Estate Fund position as of Q1 2026 after selling out during the quarter.
Independent Wealth Network sold 4,598 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $415K.
Independent Wealth Network first reported a position in Invesco Active US Real Estate Fund in Q3 2021 and held it in 9 quarters.
Independent Wealth Network's Invesco Active US Real Estate Fund position peaked at $415K in Q4 2025.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.