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

Nauset 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
2022 Q1	$16K	Buy	+140	New	+$15.2K	0.01%	184

Other funds holding PSR

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Nauset Wealth Management's PSR Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Invesco Active US Real Estate Fund (PSR) in Q1 2022: 140 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings.

69 funds tracked by Wall St. Rank hold PSR as of Q1 2022.

Nauset Wealth Management held 140 shares of Invesco Active US Real Estate Fund worth $16K as of Q1 2022.
Invesco Active US Real Estate Fund was a new Nauset Wealth Management position in Q1 2022.
Invesco Active US Real Estate Fund made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #184 holding.
69 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.