PSF
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Pacific Sun Financial’s Invesco Active US Real Estate Fund PSR Stock Holding History

Pacific Sun Financial’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 		$225K Hold
2,425
– – 0.11% 187
2025
Q4 		$219K Sell
2,425
-70
-3% -$6.41K 0.11% 184
2025
Q3 		$231K Buy
2,495
+5
+0.2% +$460 0.11% 177
2025
Q2 		$227K Sell
2,490
-75
-3% -$6.79K 0.12% 175
2025
Q1 		$237K Buy
2,565
+65
+3% +$5.97K 0.14% 164
2024
Q4 		$226K Buy
2,500
+18
+0.7% +$1.72K 0.12% 168
2024
Q3 		$244K Sell
2,482
-70
-3% -$6.53K 0.13% 161
2024
Q2 		$218K Sell
2,552
-131
-5% -$11K 0.13% 167
2024
Q1 		$237K Sell
2,683
-54
-2% -$4.74K 0.14% 164
2023
Q4 		$250K Buy
2,737
+72
+3% +$5.95K 0.16% 150
2023
Q3 		$211K Buy
2,665
+95
+4% +$8.12K 0.15% 162
2023
Q2 		$225K Buy
+2,570
New +$219K 0.15% 158
2022
Q4 		$217K Buy
2,490
+8
+0.3% +$697 0.15% 162
2022
Q3 		$211K Buy
2,482
+173
+7% +$16.9K 0.15% 164
2022
Q2 		$220K Buy
2,309
+153
+7% +$15.9K 0.15% 166
2022
Q1 		$241K Buy
2,156
+30
+1% +$3.25K 0.13% 170
2021
Q4 		$255K Hold
2,126
– – 0.14% 167
2021
Q3 		$219K Buy
+2,126
New +$229K 0.13% 165

Other funds holding PSR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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

Pacific Sun Financial's PSR Position: Q1 2026 in Review

Pacific Sun Financial held its Invesco Active US Real Estate Fund (PSR) position steady in Q1 2026 at 2,425 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #187.

Pacific Sun Financial first reported a position in PSR in Q3 2021 and has held it in 18 quarters since. The position peaked at $255K in Q4 2021. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Pacific Sun Financial held 2,425 shares of Invesco Active US Real Estate Fund worth $225K as of Q1 2026.
  • Pacific Sun Financial left its Invesco Active US Real Estate Fund share count unchanged in Q1 2026.
  • Invesco Active US Real Estate Fund made up 0.11% of Pacific Sun Financial's portfolio in Q1 2026, its #187 holding.
  • Pacific Sun Financial first reported a position in Invesco Active US Real Estate Fund in Q3 2021 and has held it in 18 quarters since.
  • Pacific Sun Financial's Invesco Active US Real Estate Fund position peaked at $255K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.