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Stratos Wealth Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

Stratos Wealth Advisors’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
Q2 		– Sell
-6,113
Closed -$539K – 752
2024
Q1 		$539K Sell
6,113
-825
-12% -$72.4K 0.03% 443
2023
Q4 		$635K Sell
6,938
-94
-1% -$7.76K 0.04% 416
2023
Q3 		$556K Buy
7,032
+258
+4% +$22.1K 0.04% 413
2023
Q2 		$587K Buy
6,774
+280
+4% +$23.8K 0.04% 409
2023
Q1 		$568K Buy
6,494
+414
+7% +$37.5K 0.04% 395
2022
Q4 		$529K Buy
6,080
+1,215
+25% +$106K 0.04% 389
2022
Q3 		$413K Sell
4,865
-480
-9% -$47K 0.04% 382
2022
Q2 		$510K Buy
5,345
+121
+2% +$12.6K 0.05% 359
2022
Q1 		$584K Buy
5,224
+284
+6% +$30.8K 0.05% 352
2021
Q4 		$593K Buy
4,940
+94
+2% +$10.5K 0.04% 365
2021
Q3 		$500K Buy
4,846
+194
+4% +$20.9K 0.04% 355
2021
Q2 		$482K Sell
4,652
-90
-2% -$9.06K 0.04% 361
2021
Q1 		$444K Buy
4,742
+499
+12% +$44.5K 0.05% 328
2020
Q4 		$369K Buy
4,243
+205
+5% +$17.3K 0.05% 287
2020
Q3 		$327K Buy
+4,038
New +$332K 0.08% 241

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stratos Wealth Advisors's PSR Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2024, closing a stake of 6,113 shares — an estimated $539K sold.

Stratos Wealth Advisors first reported a position in PSR in Q3 2020 and held it in 15 quarters. The position peaked at $635K in Q4 2023. 53 funds tracked by Wall St. Rank hold PSR as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 6,113 Invesco Active US Real Estate Fund shares in Q2 2024, an estimated $539K.
  • Stratos Wealth Advisors first reported a position in Invesco Active US Real Estate Fund in Q3 2020 and held it in 15 quarters.
  • Stratos Wealth Advisors's Invesco Active US Real Estate Fund position peaked at $635K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.