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Swisher Financial Concepts’s Invesco Active US Real Estate Fund PSR Stock Holding History

Swisher Financial Concepts’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
2025
Q3 		– Sell
-2,358
Closed -$215K – 94
2025
Q2 		$215K Sell
2,358
-2,192
-48% -$199K 0.14% 85
2025
Q1 		$421K Sell
4,550
-5,295
-54% -$486K 0.35% 47
2024
Q4 		$889K Sell
9,845
-6,781
-41% -$648K 1.05% 22
2024
Q3 		$1.6M Buy
+16,626
New +$1.55M 1.01% 20

Other funds holding PSR

IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Swisher Financial Concepts's PSR Position: Q3 2025 in Review

Swisher Financial Concepts sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2025, closing a stake of 2,358 shares — an estimated $215K sold.

Swisher Financial Concepts first reported a position in PSR in Q3 2024 and held it in 4 quarters. The position peaked at $1.6M in Q3 2024. 50 funds tracked by Wall St. Rank hold PSR as of Q3 2025.

  • Swisher Financial Concepts reported no remaining Invesco Active US Real Estate Fund position as of Q3 2025 after selling out during the quarter.
  • Swisher Financial Concepts sold 2,358 Invesco Active US Real Estate Fund shares in Q3 2025, an estimated $215K.
  • Swisher Financial Concepts first reported a position in Invesco Active US Real Estate Fund in Q3 2024 and held it in 4 quarters.
  • Swisher Financial Concepts's Invesco Active US Real Estate Fund position peaked at $1.6M in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2025.

Based on Swisher Financial Concepts's 13F filing for Q3 2025, filed 20 Oct 2025.