Sculati Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Sculati Wealth Management’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 Q1	–	Sell	-2,235	Closed	-$204K	–	105
2023 Q4	$204K	Buy	+2,235	New	+$185K	0.1%	98
2023 Q2	–	Sell	-3,242	Closed	-$284K	–	114
2023 Q1	$284K	Sell	3,242 -7	-0.2%	-$633	0.15%	89
2022 Q4	$283K	Sell	3,249 -209	-6%	-$18.2K	0.16%	87
2022 Q3	$294K	Hold	3,458	–	–	0.17%	93
2022 Q2	$330K	Sell	3,458 -190	-5%	-$19.7K	0.19%	91
2022 Q1	$407K	Hold	3,648	–	–	0.2%	87
2021 Q4	$438K	Sell	3,648 -610	-14%	-$67.9K	0.21%	86
2021 Q3	$439K	Sell	4,258 -600	-12%	-$64.7K	0.23%	86
2021 Q2	$503K	Sell	4,858 -60	-1%	-$6.04K	0.27%	85
2021 Q1	$460K	Buy	4,918 +163	+3%	+$14.5K	0.27%	90
2020 Q4	$413K	Buy	4,755 +511	+12%	+$43.2K	0.27%	79
2020 Q3	$344K	Buy	4,244 +1,652	+64%	+$136K	0.26%	82
2020 Q2	$209K	Buy	+2,592	New	+$202K	0.18%	95

Other funds holding PSR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sculati Wealth Management's PSR Position: Q1 2024 in Review

Sculati Wealth Management sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2024, closing a stake of 2,235 shares — an estimated $204K sold.

Sculati Wealth Management first reported a position in PSR in Q2 2020 and held it in 13 quarters. The position peaked at $503K in Q2 2021. 49 funds tracked by Wall St. Rank hold PSR as of Q1 2024.

Sculati Wealth Management reported no remaining Invesco Active US Real Estate Fund position as of Q1 2024 after selling out during the quarter.
Sculati Wealth Management sold 2,235 Invesco Active US Real Estate Fund shares in Q1 2024, an estimated $204K.
Sculati Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q2 2020 and held it in 13 quarters.
Sculati Wealth Management's Invesco Active US Real Estate Fund position peaked at $503K in Q2 2021.
49 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2024.

Based on Sculati Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.