PWS
PSR icon

Paragon Wealth Strategies’s Invesco Active US Real Estate Fund PSR Stock Holding History

Paragon Wealth Strategies’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
2021
Q3 		– Sell
-13
Closed -$1K – 221
2021
Q2 		$1K Buy
+13
New +$1.31K ﹤0.01% 283

Other funds holding PSR

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Paragon Wealth Strategies's PSR Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2021, closing a stake of 13 shares — an estimated $1K sold.

Paragon Wealth Strategies first reported a position in PSR in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 59 funds tracked by Wall St. Rank hold PSR as of Q3 2021.

  • Paragon Wealth Strategies reported no remaining Invesco Active US Real Estate Fund position as of Q3 2021 after selling out during the quarter.
  • Paragon Wealth Strategies sold 13 Invesco Active US Real Estate Fund shares in Q3 2021, an estimated $1K.
  • Paragon Wealth Strategies first reported a position in Invesco Active US Real Estate Fund in Q2 2021 and held it in 1 quarter.
  • Paragon Wealth Strategies's Invesco Active US Real Estate Fund position peaked at $1K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.