RFN
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RDA Financial Network’s Invesco Active US Real Estate Fund PSR Stock Holding History

RDA Financial Network’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
2020
Q3 		– Sell
-2,727
Closed -$220K – 233
2020
Q2 		$220K Buy
+2,727
New +$212K 0.11% 186

Other funds holding PSR

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RDA Financial Network's PSR Position: Q3 2020 in Review

RDA Financial Network sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2020, closing a stake of 2,727 shares — an estimated $220K sold.

RDA Financial Network first reported a position in PSR in Q2 2020 and held it in 1 quarter. The position peaked at $220K in Q2 2020. 44 funds tracked by Wall St. Rank hold PSR as of Q3 2020.

  • RDA Financial Network reported no remaining Invesco Active US Real Estate Fund position as of Q3 2020 after selling out during the quarter.
  • RDA Financial Network sold 2,727 Invesco Active US Real Estate Fund shares in Q3 2020, an estimated $220K.
  • RDA Financial Network first reported a position in Invesco Active US Real Estate Fund in Q2 2020 and held it in 1 quarter.
  • RDA Financial Network's Invesco Active US Real Estate Fund position peaked at $220K in Q2 2020.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2020.

Based on RDA Financial Network's 13F filing for Q3 2020, filed 13 Oct 2020.