Who owns Invesco Water Resource Port?
- Ticker: PHO
- CUSIP Number: 46137v142
Tip: Access positions for across all investors
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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| UBS Group | 829k | $51M | -2% | Dec 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 | $15M | 0% | Mar 2024 |
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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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| 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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| CWM | 118k | $7.8M | -19% | Mar 2024 |
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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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| Granite Bay Wealth Management | 72k | $4.0M | 0% | Dec 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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| EWG Elevate | 63k | $4.2M | 100% | Mar 2024 |
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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 | $3.9M | 0% | Mar 2024 |
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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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| 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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| O'rourke & Company | 28k | $1.9M | 6% | Mar 2024 |
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| Curbstone Financial Management | 27k | $1.8M | 0% | Mar 2024 |
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| D.A. Davidson & Co. | 27k | $1.6M | 1% | Dec 2023 |
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| SeaCrest Wealth Management | 27k | $1.8M | -3% | Mar 2024 |
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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 | 23k | $1.6M | -1% | Mar 2024 |
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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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| 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 | $1.3M | -2% | Mar 2024 |
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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 | 17k | $1.1M | -2% | Mar 2024 |
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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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| 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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| 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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| Wealthcare Advisory Partners | 13k | $880k | -18% | Mar 2024 |
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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 | $840k | 0% | Mar 2024 |
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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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| 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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| Concentric Wealth Management | 12k | $705k | -8% | Dec 2023 |
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| Howard Capital Management Group | 11k | $760k | -3% | Mar 2024 |
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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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| 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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| International Assets Investment Management | 9.5k | $627k | 1% | Mar 2024 |
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| National Bank Of Canada /fi/ | 9.5k | $570k | -7% | Dec 2023 |
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| Us Bancorp | 9.4k | $573k | -30% | Dec 2023 |
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| Personal Resources Investment & Strategic Management | 9.3k | $622k | 5% | Mar 2024 |
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| Relyea Zuckerberg Hanson | 9.1k | $551k | 0% | Dec 2023 |
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| Clarus Wealth Advisors | 9.0k | $585k | -3% | Mar 2024 |
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| Kovitz Investment Group Partners | 8.8k | $537k | -1% | Dec 2023 |
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| Stratos Wealth Partners | 8.8k | $585k | 0% | Mar 2024 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 8.8k | $585k | 0% | Mar 2024 |
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| Crestwood Advisors | 8.5k | $518k | 2% | Dec 2023 |
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| Flagship Harbor Advisors | 8.2k | $547k | -2% | Mar 2024 |
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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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| Dynamic Advisors Solutions | 7.3k | $488k | 10% | Mar 2024 |
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| Ferguson Wellman Capital Management | 7.3k | $485k | 0% | Mar 2024 |
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| Strategic Financial | 7.1k | $434k | -6% | Dec 2023 |
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| Hennion & Walsh Asset Management | 7.1k | $473k | -3% | Mar 2024 |
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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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| 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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| Banco Santander | 6.5k | $398k | -15% | Dec 2023 |
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| Sandy Spring Bank | 6.5k | $394k | 0% | Dec 2023 |
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| Graves-Light Private Wealth Management | 6.3k | $386k | 0% | Dec 2023 |
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| Central Trust & Investment | 6.3k | $385k | 0% | Dec 2023 |
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| Advisory Services Network | 6.3k | $383k | -1% | Dec 2023 |
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| Western Financial Corp | 6.3k | $383k | -3% | Dec 2023 |
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| Gts Securities | 6.1k | $372k | 100% | Dec 2023 |
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| Moloney Securities Asset Management | 6.0k | $366k | 0% | Dec 2023 |
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| Modera Wealth Management | 5.9k | $361k | 0% | Dec 2023 |
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| North Star Investment Management | 5.9k | $360k | 0% | Dec 2023 |
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| Wealthspan Partners | 5.9k | $357k | -5% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 5.9k | $356k | -8% | Dec 2023 |
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| Nations Financial Group | 5.8k | $353k | 0% | Dec 2023 |
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| Wedbush Morgan Securities | 5.8k | $353k | -6% | Dec 2023 |
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| Raymond James Trust | 5.7k | $345k | 0% | Dec 2023 |
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| Putnam Fl Investment Management | 5.6k | $343k | 0% | Dec 2023 |
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| Bsc Private Wealth Management | 5.4k | $330k | -4% | Dec 2023 |
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| MinichMacGregor Wealth Management | 5.4k | $356k | -8% | Mar 2024 |
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| Tiaa Trust, National Association | 5.4k | $326k | -25% | Dec 2023 |
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| Venture Visionary Partners | 5.3k | $324k | 0% | Dec 2023 |
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| Moors & Cabot | 5.2k | $319k | 0% | Dec 2023 |
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| Jane Street | 5.2k | $318k | -70% | Dec 2023 |
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| Webster Bank, N. A. | 5.2k | $348k | 0% | Mar 2024 |
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| Lido Advisors | 5.1k | $311k | -3% | Dec 2023 |
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| Ballentine Partners | 5.0k | $333k | 0% | Mar 2024 |
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| SOL Capital Management | 5.0k | $304k | 0% | Dec 2023 |
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| Davenport & Co | 4.9k | $301k | 0% | Dec 2023 |
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| Marble Harbor Investment Counsel | 4.8k | $291k | 0% | Dec 2023 |
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| Parkside Financial Bank & Trust | 4.8k | $289k | 100% | Dec 2023 |
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| Johnson Investment Counsel | 4.6k | $277k | -7% | Dec 2023 |
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| Verus Capital Partners | 3.8k | $229k | -30% | 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 |
| Flow Traders US | Sep 2023 | 9.2k | $490k |
| Cook Wealth Management Group | Sep 2023 | 7.5k | $377k |
| Banco BTG Pactual | Sep 2023 | 6.3k | $335k |
| United Capital Financial Advisers | Sep 2023 | 6.2k | $331k |