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Kingsview Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Kingsview 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
2023
Q3 		– Sell
-2,424
Closed -$210K – 994
2023
Q2 		$210K Buy
2,424
+58
+2% +$4.94K 0.01% 845
2023
Q1 		$207K Hold
2,366
– – 0.01% 822
2022
Q4 		$206K Buy
+2,366
New +$206K 0.01% 784

Other funds holding PSR

APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsview Wealth Management's PSR Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2023, closing a stake of 2,424 shares — an estimated $210K sold.

Kingsview Wealth Management first reported a position in PSR in Q4 2022 and held it in 3 quarters. The position peaked at $210K in Q2 2023. 56 funds tracked by Wall St. Rank hold PSR as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Invesco Active US Real Estate Fund position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,424 Invesco Active US Real Estate Fund shares in Q3 2023, an estimated $210K.
  • Kingsview Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q4 2022 and held it in 3 quarters.
  • Kingsview Wealth Management's Invesco Active US Real Estate Fund position peaked at $210K in Q2 2023.
  • 56 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.