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Money Concepts Capital’s Invesco Active US Real Estate Fund PSR Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-630
Closed -$54.8K – 2275
2022
Q4 		$54.8K Buy
630
+275
+77% +$24K ﹤0.01% 1210
2022
Q3 		$30K Sell
355
-3,072
-90% -$301K ﹤0.01% 821
2022
Q2 		$334K Buy
3,427
+18
+0.5% +$1.87K 0.03% 334
2022
Q1 		$381K Sell
3,409
-6,386
-65% -$693K 0.02% 512
2021
Q4 		$1.18M Buy
+9,795
New +$1.09M 0.1% 197

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Concepts Capital's PSR Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2023, closing a stake of 630 shares — an estimated $54.8K sold.

Money Concepts Capital first reported a position in PSR in Q4 2021 and held it in 5 quarters. The position peaked at $1.18M in Q4 2021. 69 funds tracked by Wall St. Rank hold PSR as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco Active US Real Estate Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 630 Invesco Active US Real Estate Fund shares in Q1 2023, an estimated $54.8K.
  • Money Concepts Capital first reported a position in Invesco Active US Real Estate Fund in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's Invesco Active US Real Estate Fund position peaked at $1.18M in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.