Montz Harcus Wealth Management LLC
Position in PSR — Invesco Active U.S. Real Estate ETF
CIK 1918613
New Orleans, LA
All Filings in PSR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PSR | $990,634 | 10,698 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 PSR | $862,024 | 9,542 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 PSR | $845,059 | 9,120 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 PSR | $803,798 | 8,802 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 PSR | $766,240 | 8,281 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 PSR | $670,312 | 7,424 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 PSR | $587,749 | 5,967 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 PSR | $496,623 | 5,801 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 PSR | $497,077 | 5,639 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 PSR | $463,569 | 5,068 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 PSR | $386,863 | 4,897 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 PSR | $422,835 | 4,877 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 PSR | $421,430 | 4,818 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 PSR | $369,132 | 4,239 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 PSR | $309,339 | 3,644 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 PSR | $325,457 | 3,409 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 PSR | $368,051 | 3,295 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 PSR | $368,617 | 3,069 | Shares | Sole | 2022-03-24 | |
| No filing history on record for this holder in this stock. | ||||||