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
2025 Q3	$461K	Sell
2025 Q2	$458K	Buy
2025 Q1	$462K	Sell
2024 Q4	$3.56M	Sell
2024 Q3	$4M	Buy
2024 Q2	$300K	Hold
2024 Q1	$290K	Buy
2023 Q4	$321K	Buy
2023 Q1	–	Sell
2022 Q4	$356K	Buy