Mid-American Wealth Advisory Group’s Invesco Active US Real Estate Fund PSR Stock Holding History

Mid-American Wealth Advisory 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	–	Sell	-41	Closed	-$3.74K	–	249
2025 Q2	$3.74K	Buy	+41	New	+$3.71K	﹤0.01%	243
2023 Q3	–	Sell	-13,431	Closed	-$1.2M	–	66
2023 Q2	$1.2M	Buy	+13,431	New	+$1.14M	0.93%	28
2022 Q1	$1.45M	Buy	+12,990	New	+$1.41M	1.14%	29

Other funds holding PSR

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mid-American Wealth Advisory Group's PSR Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2025, closing a stake of 41 shares — an estimated $3.74K sold.

Mid-American Wealth Advisory Group first reported a position in PSR in Q1 2022 and held it in 3 quarters. The position peaked at $1.45M in Q1 2022. 50 funds tracked by Wall St. Rank hold PSR as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining Invesco Active US Real Estate Fund position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 41 Invesco Active US Real Estate Fund shares in Q3 2025, an estimated $3.74K.
Mid-American Wealth Advisory Group first reported a position in Invesco Active US Real Estate Fund in Q1 2022 and held it in 3 quarters.
Mid-American Wealth Advisory Group's Invesco Active US Real Estate Fund position peaked at $1.45M in Q1 2022.
50 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.