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

Tandem 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
2023
Q1 		– Sell
-176
Closed -$15.4K – 69
2022
Q4 		$15.4K Buy
+176
New +$15.3K 0.01% 73

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $402M AUM 20.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tandem Wealth Advisors's PSR Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2023, closing a stake of 176 shares — an estimated $15.4K sold.

Tandem Wealth Advisors first reported a position in PSR in Q4 2022 and held it in 1 quarter. The position peaked at $15.4K in Q4 2022. 69 funds tracked by Wall St. Rank hold PSR as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 176 Invesco Active US Real Estate Fund shares in Q1 2023, an estimated $15.4K.
  • Tandem Wealth Advisors first reported a position in Invesco Active US Real Estate Fund in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's Invesco Active US Real Estate Fund position peaked at $15.4K in Q4 2022.
  • 69 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.