Who owns Invesco Water Resource Port?
- Ticker: PHO
- CUSIP Number: 46137v142
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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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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 |