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WealthPLAN Partners’s Invesco Active US Real Estate Fund PSR Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-18
Closed -$1.56K – 926
2023
Q2 		$1.56K Hold
18
– – ﹤0.01% 1105
2023
Q1 		$1.57K Buy
+18
New +$1.63K ﹤0.01% 1158

Other funds holding PSR

APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's PSR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2023, closing a stake of 18 shares — an estimated $1.56K sold.

WealthPLAN Partners first reported a position in PSR in Q1 2023 and held it in 2 quarters. The position peaked at $1.57K in Q1 2023. 56 funds tracked by Wall St. Rank hold PSR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco Active US Real Estate Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 18 Invesco Active US Real Estate Fund shares in Q3 2023, an estimated $1.56K.
  • WealthPLAN Partners first reported a position in Invesco Active US Real Estate Fund in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco Active US Real Estate Fund position peaked at $1.57K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.