RJFSA
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Raymond James Financial Services Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.11M Sell
11,303
-1,238
-10% -$116K ﹤0.01% 2093
2024
Q2 		$1.07M Buy
12,541
+792
+7% +$66.6K ﹤0.01% 2039
2024
Q1 		$1.04M Sell
11,749
-2,796
-19% -$245K ﹤0.01% 2039
2023
Q4 		$1.33M Buy
14,545
+1,696
+13% +$140K ﹤0.01% 1814
2023
Q3 		$1.02M Sell
12,849
-661
-5% -$56.5K ﹤0.01% 1894
2023
Q2 		$1.17M Sell
13,510
-651
-5% -$55.4K ﹤0.01% 1825
2023
Q1 		$1.24M Buy
14,161
+1,944
+16% +$176K ﹤0.01% 1776
2022
Q4 		$1.06M Sell
12,217
-131
-1% -$11.4K ﹤0.01% 1804
2022
Q3 		$1.05M Sell
12,348
-342
-3% -$33.5K ﹤0.01% 1775
2022
Q2 		$1.21M Buy
12,690
+3,435
+37% +$357K ﹤0.01% 1713
2022
Q1 		$1.03M Buy
9,255
+1,881
+26% +$204K ﹤0.01% 1926
2021
Q4 		$886K Sell
7,374
-2,533
-26% -$282K ﹤0.01% 2048
2021
Q3 		$1.02M Buy
9,907
+2,943
+42% +$318K ﹤0.01% 1942
2021
Q2 		$721K Sell
6,964
-63
-0.9% -$6.34K ﹤0.01% 2151
2021
Q1 		$657K Buy
7,027
+266
+4% +$23.7K ﹤0.01% 2114
2020
Q4 		$587K Hold
6,761
– – ﹤0.01% 2042
2020
Q3 		$548K Buy
6,761
+475
+8% +$39.1K ﹤0.01% 1901
2020
Q2 		$507K Sell
6,286
-34,014
-84% -$2.65M ﹤0.01% 1914
2020
Q1 		$2.89M Sell
40,300
-7,732
-16% -$701K 0.01% 729
2019
Q4 		$4.6M Sell
48,032
-1,839
-4% -$176K 0.01% 756
2019
Q3 		$4.78M Buy
49,871
+2,269
+5% +$212K 0.02% 711
2019
Q2 		$4.27M Buy
47,602
+40,737
+593% +$3.66M 0.02% 744
2019
Q1 		$612K Buy
6,865
+197
+3% +$16.5K ﹤0.01% 1755
2018
Q4 		$509K Sell
6,668
-150
-2% -$12K ﹤0.01% 1658
2018
Q3 		$553K Buy
6,818
+198
+3% +$16.3K ﹤0.01% 1834
2018
Q2 		$542K Sell
6,620
-850
-11% -$66.3K ﹤0.01% 1815
2018
Q1 		$572K Sell
7,470
-763
-9% -$58.6K ﹤0.01% 1639
2017
Q4 		$676K Hold
8,233
– – ﹤0.01% 1533
2017
Q3 		$652K Sell
8,233
-650
-7% -$51.6K ﹤0.01% 1569
2017
Q2 		$701K Buy
8,883
+5,893
+197% +$460K ﹤0.01% 1482
2017
Q1 		$230K Sell
2,990
-82
-3% -$6.23K ﹤0.01% 2052
2016
Q4 		$231K Buy
+3,072
New +$229K ﹤0.01% 1974

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SFC
Swisher Financial Concepts Westerville, Ohio $179M AUM 18.91% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors's PSR Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Invesco Active US Real Estate Fund (PSR) stake by 9.9% in Q3 2024, selling an estimated $116K and leaving 11,303 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Raymond James Financial Services Advisors first reported a position in PSR in Q4 2016 and has held it in 32 quarters since. The position peaked at $4.78M in Q3 2019. 49 funds tracked by Wall St. Rank hold PSR as of Q3 2024.

  • Raymond James Financial Services Advisors held 11,303 shares of Invesco Active US Real Estate Fund worth $1.11M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,238 Invesco Active US Real Estate Fund shares in Q3 2024, an estimated $116K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2093 holding.
  • Raymond James Financial Services Advisors first reported a position in Invesco Active US Real Estate Fund in Q4 2016 and has held it in 32 quarters since.
  • Raymond James Financial Services Advisors's Invesco Active US Real Estate Fund position peaked at $4.78M in Q3 2019.
  • 49 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.