USAdvisors Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

USAdvisors Wealth Management’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
2022 Q1	–	Sell	-1,738	Closed	-$209K	–	137
2021 Q4	$209K	Buy	+1,738	New	+$194K	0.09%	121
2020 Q2	–	Sell	-41,648	Closed	-$2.99M	–	74
2020 Q1	$2.99M	Buy	41,648 +4,643	+13%	+$421K	1.84%	16
2019 Q4	$3.54M	Buy	37,005 +4,680	+14%	+$447K	1.84%	17
2019 Q3	$3.1M	Buy	32,325 +1,700	+6%	+$159K	1.6%	18
2019 Q2	$2.75K	Buy	+30,625	New	+$2.75M	1.18%	16

Other funds holding PSR

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

AAS

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

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

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

USAdvisors Wealth Management's PSR Position: Q1 2022 in Review

USAdvisors Wealth Management sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2022, closing a stake of 1,738 shares — an estimated $209K sold.

USAdvisors Wealth Management first reported a position in PSR in Q2 2019 and held it in 5 quarters. The position peaked at $3.54M in Q4 2019. 69 funds tracked by Wall St. Rank hold PSR as of Q1 2022.

USAdvisors Wealth Management reported no remaining Invesco Active US Real Estate Fund position as of Q1 2022 after selling out during the quarter.
USAdvisors Wealth Management sold 1,738 Invesco Active US Real Estate Fund shares in Q1 2022, an estimated $209K.
USAdvisors Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q2 2019 and held it in 5 quarters.
USAdvisors Wealth Management's Invesco Active US Real Estate Fund position peaked at $3.54M in Q4 2019.
69 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2022.

Based on USAdvisors Wealth Management's 13F filing for Q1 2022, filed 8 Jun 2022.