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
Q2 		$246K Sell
2,400
-25
-1% -$2.52K 0.1% 189
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Pacific Sun Financial's PSR Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco Active US Real Estate Fund (PSR) stake by 1% in Q2 2026, selling an estimated $2.52K and leaving 2,400 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #189.

Pacific Sun Financial first reported a position in PSR in Q3 2021 and has held it in 19 quarters since. The position peaked at $255K in Q4 2021. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • Pacific Sun Financial held 2,400 shares of Invesco Active US Real Estate Fund worth $246K as of Q2 2026.
  • Pacific Sun Financial sold 25 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $2.52K.
  • Invesco Active US Real Estate Fund made up 0.1% of Pacific Sun Financial's portfolio in Q2 2026, its #189 holding.
  • Pacific Sun Financial first reported a position in Invesco Active US Real Estate Fund in Q3 2021 and has held it in 19 quarters since.
  • Pacific Sun Financial's Invesco Active US Real Estate Fund position peaked at $255K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.