SFS
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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 – 2163
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

BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sowell Financial Services's PSR Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2021, closing a stake of 615 shares — an estimated $61K sold.

Sowell Financial Services first reported a position in PSR in Q3 2018 and held it in 8 quarters. The position peaked at $2.07M in Q3 2018. 50 funds tracked by Wall St. Rank hold PSR as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco Active US Real Estate Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 615 Invesco Active US Real Estate Fund shares in Q2 2021, an estimated $61K.
  • Sowell Financial Services first reported a position in Invesco Active US Real Estate Fund in Q3 2018 and held it in 8 quarters.
  • Sowell Financial Services's Invesco Active US Real Estate Fund position peaked at $2.07M in Q3 2018.
  • 50 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.