Integrated Wealth Concepts’s Invesco Active US Real Estate Fund PSR Stock Holding History

Integrated Wealth Concepts’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	$4.39K	Buy	+43	New	+$4.34K	﹤0.01%	5034

Other funds holding PSR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Integrated Wealth Concepts's PSR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Active US Real Estate Fund (PSR) in Q2 2026: 43 shares worth $4.39K. The stake represents ﹤0.01% of the portfolio and ranks #5034 among its holdings.

44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

Integrated Wealth Concepts held 43 shares of Invesco Active US Real Estate Fund worth $4.39K as of Q2 2026.
Invesco Active US Real Estate Fund was a new Integrated Wealth Concepts position in Q2 2026.
Invesco Active US Real Estate Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5034 holding.
44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.