Who owns Invesco Water Resource Port?

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Analyze quarterly positions in Invesco Water Resource Port with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Invesco Water Resource Port stock

Who bought or sold Invesco Water Resource Port this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 1.7M $102M -2% Dec 2023
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Morgan Stanley 1.2M $65M 4% Sep 2023
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UBS Group 829k $51M -2% Dec 2023
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LPL Financial 633k $34M 1% Sep 2023
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HighTower Advisors 438k $27M -3% Dec 2023
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Commonwealth Equity Services 411k $25M 5% Dec 2023
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Royal Bank of Canada 342k $21M -5% Dec 2023
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Pnc Financial Services 272k $17M 0% Dec 2023
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Wells Fargo & Company 228k $14M 7% Dec 2023
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Polianta 222k $14M 0% Dec 2023
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Goodman & Company, Investment Counsel 217k $12M 0% Sep 2023
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Financial Network Investment Corporation 207k $11M 0% Sep 2023
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Ameriprise Financial 206k $11M 133% Sep 2023
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Advisor Group Holdings 202k $12M -18% Dec 2023
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Money Design 157k $9.5M -29% Dec 2023
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CWM 145k $8.8M -19% Dec 2023
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First National Bank & Trust Co Of Newtown 143k $8.7M -1% Dec 2023
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Raymond James Financial Services Advisors 138k $8.4M -3% Dec 2023
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William Blair $ Company 136k $8.3M 0% Dec 2023
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Hamilton Wealth 133k $8.1M -1% Dec 2023
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Raymond James & Associates 92k $5.6M 0% Dec 2023
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Stifel Financial 89k $5.4M 3% Dec 2023
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Commerce Bank N A 88k $5.4M 0% Dec 2023
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Kestra Advisory Services 78k $4.8M 145% Dec 2023
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Conservest Capital Advisors 74k $4.5M -2% Dec 2023
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Susquehanna International 73k $3.9M -28% Sep 2023
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Granite Bay Wealth Management 72k $4.0M 0% Dec 2023
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Bedell Investment Counselling 68k $3.6M 2% Sep 2023
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Theory Financial 67k $4.1M 2% Dec 2023
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Eaton Financial Holdings Company 67k $4.1M 2% Dec 2023
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Linscomb & Williams 62k $3.8M -3% Dec 2023
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Cambridge Investment Research Advisors 61k $3.7M 2% Dec 2023
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Raab & Moskowitz Asset Management 61k $3.7M -1% Dec 2023
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David R. Rahn Inc. dba Avalon Capital Management 59k $3.6M -29% Dec 2023
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Envestnet Asset Management 58k $3.1M -15% Sep 2023
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Creative Planning 57k $3.5M 1% Dec 2023
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HPM Partners 57k $3.5M 28% Dec 2023
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Citadel Advisors 52k $3.2M -10% Dec 2023
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Beacon Pointe Advisors 52k $3.1M 37% Dec 2023
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Branch Banking & Trust Company 51k $3.1M 5% Dec 2023
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HoyleCohen 51k $3.1M 0% Dec 2023
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Scotia Capital 49k $3.0M -1% Dec 2023
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Tocqueville Asset Management 48k $2.9M -7% Dec 2023
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Mercer Global Advisors 48k $2.9M -3% Dec 2023
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Mariner Wealth Advisors 42k $2.5M 2% Dec 2023
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Janney Montgomery Scott 41k $2.5M 0% Dec 2023
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Atria Wealth Solutions 40k $2.5M 4% Dec 2023
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Jpmorgan Chase & Co 40k $2.4M 479% Dec 2023
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Tactive Advisors 39k $2.4M 100% Dec 2023
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First Republic Investment Management 38k $2.0M -47% Sep 2023
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Bogart Wealth 37k $2.2M 9% Dec 2023
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Private Advisor 35k $2.1M -46% Dec 2023
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Parsons Capital Management 33k $2.0M -2% Dec 2023
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Apollon Wealth Management 33k $2.0M 8% Dec 2023
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Dudley & Shanley 33k $2.0M 0% Dec 2023
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Chicago Partners Investment 32k $1.9M 0% Dec 2023
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Verity Asset Management 32k $1.9M -1% Dec 2023
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Hilltop Holdings 30k $1.8M 0% Dec 2023
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Northwestern Mutual Wealth Management Company 28k $1.5M 19% Sep 2023
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Goss Wealth Management 28k $1.5M -21% Sep 2023
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SeaCrest Wealth Management 27k $1.6M -1% Dec 2023
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Glenmede Trust Company 27k $1.4M 11% Sep 2023
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Curbstone Financial Management 27k $1.6M 0% Dec 2023
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O'rourke & Company 27k $1.6M 1% Dec 2023
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D.A. Davidson & Co. 27k $1.6M 1% Dec 2023
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Nilsine Partners 24k $1.5M -2% Dec 2023
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Baird Financial 24k $1.4M -2% Dec 2023
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Wealth Enhancement Advisory Services 24k $1.4M -3% Dec 2023
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Atlantic Trust 22k $1.2M 11% Sep 2023
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Captrust Financial Advisors 22k $1.4M -2% Dec 2023
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OVERSEA-CHINESE BANKING Corp 22k $1.4M -10% Dec 2023
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CI Private Wealth 22k $1.3M 33% Dec 2023
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Private Wealth Advisors 22k $1.3M -6% Dec 2023
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Steward Partners Investment Advisory 22k $1.3M -9% Dec 2023
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Capital Analysts 21k $1.3M 8% Dec 2023
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Brian McDonald 21k $1.1M 100% Sep 2023
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Weatherly Asset Management 20k $1.2M -2% Dec 2023
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Retirement Income Solutions 20k $1.2M 100% Dec 2023
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Spence Asset Management 20k $1.2M 2% Dec 2023
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Tower Research Capital 20k $1.1M 257% Sep 2023
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Cetera Investment Advisers 19k $1.0M -4% Sep 2023
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PFG Investments 18k $1.1M -4% Dec 2023
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Roberts Glore & Co 18k $1.1M 0% Dec 2023
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Miracle Mile Advisors 18k $1.1M -41% Dec 2023
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Ledyard National Bank 17k $1.0M -2% Dec 2023
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American Institute for Advanced Investment Management 16k $992k -1% Dec 2023
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Spire Wealth Management 16k $970k -2% Dec 2023
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Wealthcare Advisory Partners 16k $984k -37% Dec 2023
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Gouws Capital 16k $974k 0% Dec 2023
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NewEdge Wealth 16k $955k -3% Dec 2023
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LexAurum Advisors 15k $917k -2% Dec 2023
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Qube Research & Technologies 15k $792k 100% Sep 2023
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Neuberger Berman Group 15k $899k -14% Dec 2023
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Equitable Trust 14k $865k 0% Dec 2023
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Rockefeller Capital Management 14k $856k 37% Dec 2023
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Oppenheimer & Co 14k $719k -14% Sep 2023
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Resources Investment Advisors 13k $690k 1% Sep 2023
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National Asset Management 13k $783k -48% Dec 2023
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Bond & Devick Financial Network 13k $781k 27% Dec 2023
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SageView Advisory Group 13k $773k 33% Dec 2023
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Elk River Wealth Management 13k $768k 0% Dec 2023
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Gerber 13k $765k 100% Dec 2023
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First City Capital Management 13k $666k 0% Dec 2023
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Welch & Forbes 12k $743k -6% Dec 2023
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FMR 12k $647k 11% Sep 2023
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J.w. Cole Advisors 12k $730k 0% Dec 2023
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Altfest L J & Co 12k $729k 0% Dec 2023
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Snowden Capital Advisors 12k $725k 113% Dec 2023
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Hm Payson & Co 12k $633k 525% Sep 2023
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Howard Capital Management Group 12k $716k -4% Dec 2023
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Concentric Wealth Management 12k $705k -8% Dec 2023
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Axxcess Wealth Management 11k $693k 100% Dec 2023
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NTV Asset Management 11k $684k 1% Dec 2023
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Cutler 11k $54k -49% Dec 2023
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Retirement Capital Strategies 11k $677k 0% Dec 2023
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Brown Advisory Holdings Incorporated 11k $662k 2% Dec 2023
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Integrated Wealth Concepts 10k $550k 7% Sep 2023
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Retirement Planning Co of New England 10k $616k 9% Dec 2023
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Osborne Partners Capital Management 10k $615k 0% Dec 2023
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Ancora Advisors 10k $613k 164% Dec 2023
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Prudential Financial 9.7k $518k -41% Sep 2023
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National Bank Of Canada /fi/ 9.5k $570k -7% Dec 2023
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International Assets Investment Management 9.5k $575k 100% Dec 2023
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Us Bancorp 9.4k $573k -30% Dec 2023
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Clarus Wealth Advisors 9.3k $552k -6% Dec 2023
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Relyea Zuckerberg Hanson 9.1k $551k 0% Dec 2023
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Personal Resources Investment & Strategic Management 8.9k $542k 60% Dec 2023
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Kovitz Investment Group Partners 8.8k $537k -1% Dec 2023
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Stratos Wealth Partners 8.8k $535k 2% Dec 2023
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Mechanics Bank Trust Department / The Mechanics Bank 8.8k $534k 0% Dec 2023
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Crestwood Advisors 8.5k $518k 2% Dec 2023
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Flagship Harbor Advisors 8.4k $511k 1% Dec 2023
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Cresset Asset Management 8.2k $436k 0% Sep 2023
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Mml Investors Services 8.0k $427k 8% Sep 2023
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Eqis Capital Management 7.9k $422k -3% Sep 2023
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IHT Wealth Management 7.9k $419k 0% Sep 2023
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Franklin Resources 7.7k $471k 0% Dec 2023
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Howe and Rusling 7.4k $449k 0% Dec 2023
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Hennion & Walsh Asset Management 7.3k $447k 0% Dec 2023
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Ferguson Wellman Capital Management 7.3k $443k 0% Dec 2023
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Stamos Capital Partners 7.2k $384k 0% Sep 2023
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SS&H Financial Advisors 7.2k $383k 100% Sep 2023
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Strategic Financial 7.1k $434k -6% Dec 2023
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North Star Asset Management 7.0k $426k 0% Dec 2023
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Bessemer 6.9k $419k 0% Dec 2023
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Waddell & Associates 6.8k $364k 0% Sep 2023
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Bank Of Montreal 6.8k $417k -3% Dec 2023
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Two Sigma Investments 6.8k $414k 100% Dec 2023
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Pacific Sun Financial Corp 6.7k $407k -8% Dec 2023
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Dynamic Advisors Solutions 6.6k $390k -4% Dec 2023
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Banco Santander 6.5k $398k -15% Dec 2023
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Tiaa Trust, National Association 5.4k $326k -25% Dec 2023
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Jane Street 5.2k $318k -70% Dec 2023
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Valley National Advisers 529.00 $32k -96% Dec 2023
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Who sold out of Invesco Water Resource Port?

Fund or Company Name Date Sold Shares Held Valued At
Wolverine Trading Sep 2023 21k $1.1M
Columbus Macro Sep 2023 12k $633k
Flow Traders US Sep 2023 9.2k $490k
Cook Wealth Management Group Sep 2023 7.5k $377k