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Invesco Water Resource Port shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

All positions including Invesco Water Resource Port held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Water Resource Port by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $67k 1.0k 66.57
2023-12-31 $61k 1.0k 60.86
2023-09-30 $53k 1.0k 53.18
2023-06-30 $57k 1.0k 56.39

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Invesco Water Resource Port

Bank of America Corporation
UBS Group
Commonwealth Equity Services
HighTower Advisors
Royal Bank of Canada
Pnc Financial Services
Wells Fargo & Company
Polianta
Advisor Group Holdings
First National Bank & Trust Co Of Newtown
William Blair $ Company
Hamilton Wealth
Money Design
CWM
Raymond James Financial Services Advisors

View all funds holding Invesco Water Resource Port