SPC
PSR icon

Sigma Planning Corp’s Invesco Active US Real Estate Fund PSR Stock Holding History

Sigma Planning Corp’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
-16,909
Closed -$1.36M – 1144
2020
Q2 		$1.36M Buy
16,909
+7,955
+89% +$619K 0.06% 312
2020
Q1 		$643K Buy
8,954
+990
+12% +$89.8K 0.04% 415
2019
Q4 		$763K Buy
+7,964
New +$760K 0.03% 472

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

Sigma Planning Corp's PSR Position: Q3 2020 in Review

Sigma Planning Corp sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2020, closing a stake of 16,909 shares — an estimated $1.36M sold.

Sigma Planning Corp first reported a position in PSR in Q4 2019 and held it in 3 quarters. The position peaked at $1.36M in Q2 2020. 44 funds tracked by Wall St. Rank hold PSR as of Q3 2020.

  • Sigma Planning Corp reported no remaining Invesco Active US Real Estate Fund position as of Q3 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 16,909 Invesco Active US Real Estate Fund shares in Q3 2020, an estimated $1.36M.
  • Sigma Planning Corp first reported a position in Invesco Active US Real Estate Fund in Q4 2019 and held it in 3 quarters.
  • Sigma Planning Corp's Invesco Active US Real Estate Fund position peaked at $1.36M in Q2 2020.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2020.

Based on Sigma Planning Corp's 13F filing for Q3 2020, filed 3 Nov 2020.