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Sonora Investment Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Sonora Investment 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
2021
Q3 		$43K Hold
417
– – 0.01% 449
2021
Q2 		$43K Hold
417
– – 0.01% 427
2021
Q1 		$39K Hold
417
– – ﹤0.01% 690
2020
Q4 		$36K Buy
+417
New +$35.3K ﹤0.01% 712

Other funds holding PSR

BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Sonora Investment Management's PSR Position: Q3 2021 in Review

Sonora Investment Management held its Invesco Active US Real Estate Fund (PSR) position steady in Q3 2021 at 417 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #449.

Sonora Investment Management first reported a position in PSR in Q4 2020 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold PSR as of Q3 2021.

  • Sonora Investment Management held 417 shares of Invesco Active US Real Estate Fund worth $43K as of Q3 2021.
  • Sonora Investment Management left its Invesco Active US Real Estate Fund share count unchanged in Q3 2021.
  • Invesco Active US Real Estate Fund made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #449 holding.
  • Sonora Investment Management first reported a position in Invesco Active US Real Estate Fund in Q4 2020 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.