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WBH Advisory’s Invesco Active US Real Estate Fund PSR Stock Holding History

WBH Advisory’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
-2,588
Closed -$242K – 270
2021
Q1 		$242K Hold
2,588
– – 0.04% 249
2020
Q4 		$226K Hold
2,588
– – 0.04% 245
2020
Q3 		$210K Hold
2,588
– – 0.04% 237
2020
Q2 		$208K Buy
+2,588
New +$201K 0.05% 227
2020
Q1 		– Sell
-2,587
Closed -$247K – 237
2019
Q4 		$247K Hold
2,587
– – 0.05% 224
2019
Q3 		$247K Hold
2,587
– – 0.06% 219
2019
Q2 		$232K Hold
2,587
– – 0.05% 219
2019
Q1 		$230K Buy
+2,587
New +$217K 0.05% 218
2018
Q4 		– Sell
-2,589
Closed -$210K – 238
2018
Q3 		$210K Sell
2,589
-113
-4% -$9.33K 0.05% 235
2018
Q2 		$221K Hold
2,702
– – 0.06% 218
2018
Q1 		$206K Buy
2,702
+1
+0% +$77 0.06% 219
2017
Q4 		$221K Hold
2,701
– – 0.06% 213
2017
Q3 		$214K Hold
2,701
– – 0.06% 212
2017
Q2 		$213K Hold
2,701
– – 0.06% 219
2017
Q1 		$207K Hold
2,701
– – 0.06% 219
2016
Q4 		$292K Sell
2,701
-197
-7% -$14.7K 0.1% 181
2016
Q3 		$230K Hold
2,898
– – 0.08% 199
2016
Q2 		$230K Sell
2,898
-200
-6% -$15.1K 0.09% 178
2016
Q1 		$232K Buy
3,098
+1
+0% +$70 0.08% 175
2015
Q4 		$225 Buy
3,097
+3
+0.1% +$218 0.08% 180
2015
Q3 		$213K Hold
3,094
– – 0.09% 179
2015
Q2 		$211K Hold
3,094
– – 0.08% 187
2015
Q1 		$232 Sell
3,094
-387
-11% -$29.4K 0.07% 187
2014
Q4 		$259K Sell
3,481
-813
-19% -$57.2K 0.1% 173
2014
Q3 		$276K Hold
4,294
– – 0.1% 165
2014
Q2 		$283K Buy
4,294
+4
+0.1% +$257 0.11% 168
2014
Q1 		$264K Buy
4,290
+3
+0.1% +$179 0.11% 170
2013
Q4 		$243K Sell
4,287
-388
-8% -$22.7K 0.1% 180
2013
Q3 		$270K Sell
4,675
-149
-3% -$8.76K 0.12% 159
2013
Q2 		$289K Buy
+4,824
New +$303K 0.13% 153

Other funds holding PSR

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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 $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
Osaic Holdings
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
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WBH Advisory's PSR Position: Q2 2021 in Review

WBH Advisory sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2021, closing a stake of 2,588 shares — an estimated $242K sold.

WBH Advisory first reported a position in PSR in Q2 2013 and held it in 30 quarters. The position peaked at $292K in Q4 2016. 50 funds tracked by Wall St. Rank hold PSR as of Q2 2021.

  • WBH Advisory reported no remaining Invesco Active US Real Estate Fund position as of Q2 2021 after selling out during the quarter.
  • WBH Advisory sold 2,588 Invesco Active US Real Estate Fund shares in Q2 2021, an estimated $242K.
  • WBH Advisory first reported a position in Invesco Active US Real Estate Fund in Q2 2013 and held it in 30 quarters.
  • WBH Advisory's Invesco Active US Real Estate Fund position peaked at $292K in Q4 2016.
  • 50 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2021.

Based on WBH Advisory's 13F filing for Q2 2021, filed 27 Jul 2021.