Sowell Financial Services’s Invesco Active US Real Estate Fund PSR Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-615	Closed	-$61K	–	2165
2021 Q1	$61K	Sell	615 -23	-4%	-$2.05K	﹤0.01%	1568
2020 Q4	$55K	Hold	638	–	–	﹤0.01%	1358
2020 Q3	$52K	Sell	638 -434	-40%	-$35.7K	﹤0.01%	1195
2020 Q2	$86K	Sell	1,072 -2,185	-67%	-$170K	﹤0.01%	1011
2020 Q1	$234K	Buy	3,257 +1,108	+52%	+$100K	0.02%	610
2019 Q4	$206K	Buy	2,149 +1,620	+306%	+$155K	0.02%	703
2019 Q3	$51K	Buy	+529	New	+$49.4K	﹤0.01%	995
2018 Q4	–	Sell	-40,108	Closed	-$2.07M	–	521
2018 Q3	$2.07M	Buy	+40,108	New	+$3.31M	0.3%	65

Other funds holding PSR

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management

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

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

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return