Laurel Wealth Advisors (California)’s Invesco Active US Real Estate Fund PSR Stock Holding History

Laurel Wealth Advisors (California)’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 Q3	–	Sell	-3,244	Closed	-$310K	–	661
2022 Q2	$310K	Buy	+3,244	New	+$337K	0.03%	483
2020 Q3	–	Sell	-29,663	Closed	-$2.39M	–	410
2020 Q2	$2.39M	Sell	29,663 -9,294	-24%	-$723K	0.44%	58
2020 Q1	$2.79M	Sell	38,957 -4,241	-10%	-$385K	0.64%	36
2019 Q4	$4.14M	Buy	+43,198	New	+$4.12M	0.69%	37

Other funds holding PSR

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

SPIA

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PSR Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2022, closing a stake of 3,244 shares — an estimated $310K sold.

Laurel Wealth Advisors (California) first reported a position in PSR in Q4 2019 and held it in 4 quarters. The position peaked at $4.14M in Q4 2019. 70 funds tracked by Wall St. Rank hold PSR as of Q3 2022.

Laurel Wealth Advisors (California) reported no remaining Invesco Active US Real Estate Fund position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 3,244 Invesco Active US Real Estate Fund shares in Q3 2022, an estimated $310K.
Laurel Wealth Advisors (California) first reported a position in Invesco Active US Real Estate Fund in Q4 2019 and held it in 4 quarters.
Laurel Wealth Advisors (California)'s Invesco Active US Real Estate Fund position peaked at $4.14M in Q4 2019.
70 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.