Jones Financial Companies’s Invesco Active US Real Estate Fund PSR Stock Holding History

Jones Financial Companies’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	$400K	Sell	3,804 -294	-7%	-$29.7K	﹤0.01%	2308
2026 Q1	$373K	Sell	4,098 -510	-11%	-$48.3K	﹤0.01%	2175
2025 Q4	$416K	Buy	4,608 +51	+1%	+$4.67K	﹤0.01%	1599
2025 Q3	$420K	Buy	4,557 +99	+2%	+$9.1K	﹤0.01%	1461
2025 Q2	$405K	Buy	4,458 +376	+9%	+$34.1K	﹤0.01%	1360
2025 Q1	$374K	Buy	4,082 +985	+32%	+$90.4K	﹤0.01%	1243
2024 Q4	$280K	Buy	3,097 +657	+27%	+$62.8K	﹤0.01%	1202
2024 Q3	$239K	Buy	2,440 +1,436	+143%	+$134K	﹤0.01%	1073
2024 Q2	$85.9K	Buy	+1,004	New	+$84.4K	﹤0.01%	1095

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 22.9% 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 $285M AUM 16.11% 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

Jones Financial Companies's PSR Position: Q2 2026 in Review

Jones Financial Companies reduced its Invesco Active US Real Estate Fund (PSR) stake by 7.2% in Q2 2026, selling an estimated $29.7K and leaving 3,804 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Jones Financial Companies first reported a position in PSR in Q2 2024 and has held it in 9 quarters since. The position peaked at $420K in Q3 2025. 43 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

Jones Financial Companies held 3,804 shares of Invesco Active US Real Estate Fund worth $400K as of Q2 2026.
Jones Financial Companies sold 294 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $29.7K.
Invesco Active US Real Estate Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2308 holding.
Jones Financial Companies first reported a position in Invesco Active US Real Estate Fund in Q2 2024 and has held it in 9 quarters since.
Jones Financial Companies's Invesco Active US Real Estate Fund position peaked at $420K in Q3 2025.
43 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.