Montz Harcus Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Montz Harcus Wealth Management’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 Q1	$991K	Buy	10,698 +1,156	+12%	+$109K	0.4%	32
2025 Q4	$862K	Buy	9,542 +422	+5%	+$38.6K	0.35%	34
2025 Q3	$845K	Buy	9,120 +318	+4%	+$29.2K	0.37%	33
2025 Q2	$804K	Buy	8,802 +521	+6%	+$47.2K	0.39%	31
2025 Q1	$766K	Buy	8,281 +857	+12%	+$78.7K	0.42%	29
2024 Q4	$670K	Buy	7,424 +1,457	+24%	+$139K	0.37%	32
2024 Q3	$588K	Buy	5,967 +166	+3%	+$15.5K	0.34%	33
2024 Q2	$497K	Buy	5,801 +162	+3%	+$13.6K	0.32%	33
2024 Q1	$497K	Buy	5,639 +571	+11%	+$50.1K	0.34%	33
2023 Q4	$464K	Buy	5,068 +171	+3%	+$14.1K	0.35%	32
2023 Q3	$387K	Buy	4,897 +20	+0.4%	+$1.71K	0.33%	34
2023 Q2	$423K	Buy	4,877 +59	+1%	+$5.02K	0.35%	32
2023 Q1	$421K	Buy	4,818 +579	+14%	+$52.4K	0.39%	30
2022 Q4	$369K	Buy	4,239 +595	+16%	+$51.9K	0.37%	33
2022 Q3	$309K	Buy	3,644 +235	+7%	+$23K	0.34%	34
2022 Q2	$325K	Buy	3,409 +114	+3%	+$11.8K	0.34%	34
2022 Q1	$368K	Buy	3,295 +226	+7%	+$24.5K	0.33%	33
2021 Q4	$369K	Buy	+3,069	New	+$342K	0.32%	33

Other funds holding PSR

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Montz Harcus Wealth Management's PSR Position: Q1 2026 in Review

Montz Harcus Wealth Management increased its Invesco Active US Real Estate Fund (PSR) stake by 12% in Q1 2026, buying an estimated $109K and bringing the position to 10,698 shares worth $991K. The position accounts for 0.4% of the portfolio, ranked #32.

Montz Harcus Wealth Management first reported a position in PSR in Q4 2021 and has held it in 18 quarters since. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

Montz Harcus Wealth Management held 10,698 shares of Invesco Active US Real Estate Fund worth $991K as of Q1 2026.
Montz Harcus Wealth Management bought 1,156 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $109K.
Invesco Active US Real Estate Fund made up 0.4% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #32 holding.
Montz Harcus Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q4 2021 and has held it in 18 quarters since.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.