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J.W. Cole Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

J.W. Cole 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 		$331K Buy
3,232
+155
+5% +$15.7K 0.01% 1221
2026
Q1 		$285K Buy
3,077
+250
+9% +$23.7K 0.01% 642
2025
Q4 		$255K Buy
2,827
+430
+18% +$39.4K 0.01% 1181
2025
Q3 		$222K Buy
+2,397
New +$220K ﹤0.01% 1394

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

J.W. Cole Advisors's PSR Position: Q2 2026 in Review

J.W. Cole Advisors increased its Invesco Active US Real Estate Fund (PSR) stake by 5% in Q2 2026, buying an estimated $15.7K and bringing the position to 3,232 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #1221.

J.W. Cole Advisors first reported a position in PSR in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • J.W. Cole Advisors held 3,232 shares of Invesco Active US Real Estate Fund worth $331K as of Q2 2026.
  • J.W. Cole Advisors bought 155 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $15.7K.
  • Invesco Active US Real Estate Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1221 holding.
  • J.W. Cole Advisors first reported a position in Invesco Active US Real Estate Fund in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.