PA
PSR icon

PSI Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

PSI Advisors’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
Q2 		– Sell
-10
Closed -$1K – 839
2022
Q1 		$1K Hold
10
– – ﹤0.01% 685
2021
Q4 		$1K Hold
10
– – ﹤0.01% 729
2021
Q3 		$1K Buy
+10
New +$1.08K ﹤0.01% 704

Other funds holding PSR

IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PSI Advisors's PSR Position: Q2 2022 in Review

PSI Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

PSI Advisors first reported a position in PSR in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 76 funds tracked by Wall St. Rank hold PSR as of Q2 2022.

  • PSI Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q2 2022 after selling out during the quarter.
  • PSI Advisors sold 10 Invesco Active US Real Estate Fund shares in Q2 2022, an estimated $1K.
  • PSI Advisors first reported a position in Invesco Active US Real Estate Fund in Q3 2021 and held it in 3 quarters.
  • PSI Advisors's Invesco Active US Real Estate Fund position peaked at $1K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2022.

Based on PSI Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.