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

Wealth Advisory Solutions’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 Q2	–	Sell	-2,118	Closed	-$237K	–	155
2022 Q1	$237K	Buy	+2,118	New	+$230K	0.05%	140
2021 Q3	$229K	Sell	2,218 -139	-6%	-$15K	0.05%	160
2021 Q2	$244K	Buy	+2,357	New	+$237K	0.06%	147
2021 Q1	–	Sell	-3,043	Closed	-$264K	–	182
2020 Q4	$264K	Sell	3,043 -195	-6%	-$16.5K	0.07%	133
2020 Q3	$262K	Sell	3,238 -26,886	-89%	-$2.21M	0.07%	157
2020 Q2	$2.43M	Buy	30,124 +5,075	+20%	+$395K	0.68%	49
2020 Q1	$1.8M	Buy	25,049 +4,983	+25%	+$452K	0.61%	55
2019 Q4	$1.92M	Buy	+20,066	New	+$1.92M	0.51%	62

Other funds holding PSR

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

SPIA

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

AAS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Advisory Solutions's PSR Position: Q2 2022 in Review

Wealth Advisory Solutions sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2022, closing a stake of 2,118 shares — an estimated $237K sold.

Wealth Advisory Solutions first reported a position in PSR in Q4 2019 and held it in 8 quarters. The position peaked at $2.43M in Q2 2020. 76 funds tracked by Wall St. Rank hold PSR as of Q2 2022.

Wealth Advisory Solutions reported no remaining Invesco Active US Real Estate Fund position as of Q2 2022 after selling out during the quarter.
Wealth Advisory Solutions sold 2,118 Invesco Active US Real Estate Fund shares in Q2 2022, an estimated $237K.
Wealth Advisory Solutions first reported a position in Invesco Active US Real Estate Fund in Q4 2019 and held it in 8 quarters.
Wealth Advisory Solutions's Invesco Active US Real Estate Fund position peaked at $2.43M in Q2 2020.
76 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2022.

Based on Wealth Advisory Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.