OPS
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Orion Portfolio Solutions’s Invesco Active US Real Estate Fund PSR Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-78
Closed -$6K – 1643
2020
Q2 		$6K Sell
78
-23
-23% -$1.79K ﹤0.01% 1405
2020
Q1 		$7K Buy
+101
New +$9.16K ﹤0.01% 1197

Other funds holding PSR

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Orion Portfolio Solutions's PSR Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2020, closing a stake of 78 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in PSR in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2020. 44 funds tracked by Wall St. Rank hold PSR as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco Active US Real Estate Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 78 Invesco Active US Real Estate Fund shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in Invesco Active US Real Estate Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco Active US Real Estate Fund position peaked at $7K in Q1 2020.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.