MFG
PSR icon

Merit Financial Group’s Invesco Active US Real Estate Fund PSR Stock Holding History

Merit Financial Group’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 		$518K Buy
5,049
+26
+0.5% +$2.63K ﹤0.01% 1478
2026
Q1 		$465K Buy
5,023
+25
+0.5% +$2.37K ﹤0.01% 1411
2025
Q4 		$452K Buy
4,998
+22
+0.4% +$2.02K ﹤0.01% 1364
2025
Q3 		$461K Sell
4,976
-42
-0.8% -$3.86K ﹤0.01% 1229
2025
Q2 		$458K Buy
5,018
+21
+0.4% +$1.9K 0.01% 1139
2025
Q1 		$462K Sell
4,997
-34,386
-87% -$3.16M 0.01% 968
2024
Q4 		$3.56M Sell
39,383
-1,272
-3% -$122K 0.06% 239
2024
Q3 		$4M Buy
40,655
+37,145
+1,058% +$3.47M 0.09% 173
2024
Q2 		$300K Hold
3,510
– – 0.01% 722
2024
Q1 		$290K Buy
3,510
+2
+0.1% +$176 0.01% 720
2023
Q4 		$321K Buy
+3,508
New +$290K 0.01% 603
2023
Q1 		– Sell
-4,093
Closed -$356K – 701
2022
Q4 		$356K Buy
+4,093
New +$357K 0.01% 498

Other funds holding PSR

LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Merit Financial Group's PSR Position: Q2 2026 in Review

Merit Financial Group increased its Invesco Active US Real Estate Fund (PSR) stake by 0.52% in Q2 2026, buying an estimated $2.63K and bringing the position to 5,049 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Merit Financial Group first reported a position in PSR in Q4 2022 and has held it in 12 quarters since. The position peaked at $4M in Q3 2024. 6 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • Merit Financial Group held 5,049 shares of Invesco Active US Real Estate Fund worth $518K as of Q2 2026.
  • Merit Financial Group bought 26 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $2.63K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1478 holding.
  • Merit Financial Group first reported a position in Invesco Active US Real Estate Fund in Q4 2022 and has held it in 12 quarters since.
  • Merit Financial Group's Invesco Active US Real Estate Fund position peaked at $4M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.