Keeler & Nadler Financial Planning & Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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
2022 Q4	$221K	Buy	+2,535	New	+$221K	0.2%	43
2021 Q4	$280K	Buy	+2,333	New	+$260K	0.26%	43

Other funds holding PSR

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's PSR Position: Q4 2022 in Review

Keeler & Nadler Financial Planning & Wealth Management opened a new position in Invesco Active US Real Estate Fund (PSR) in Q4 2022: 2,535 shares worth $221K. The stake represents 0.2% of the portfolio and ranks #43 among its holdings. This is a return to the name: Keeler & Nadler Financial Planning & Wealth Management previously reported a position in PSR as recently as Q4 2021.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in PSR in Q4 2021 and has held it in 2 quarters since. The position peaked at $280K in Q4 2021. 72 funds tracked by Wall St. Rank hold PSR as of Q4 2022.

Keeler & Nadler Financial Planning & Wealth Management held 2,535 shares of Invesco Active US Real Estate Fund worth $221K as of Q4 2022.
Invesco Active US Real Estate Fund was a new Keeler & Nadler Financial Planning & Wealth Management position in Q4 2022.
Invesco Active US Real Estate Fund made up 0.2% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q4 2022, its #43 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q4 2021 and has held it in 2 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Invesco Active US Real Estate Fund position peaked at $280K in Q4 2021.
72 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2022.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q4 2022, filed 3 Oct 2024.