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 |
|---|---|---|---|---|---|
| LPL Financial | 897k | $63M | -1% | Dec 2025 |
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| Goodman & Company, Investment Counsel | 520k | $37M | 1% | Dec 2025 |
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| Raymond James Financial | 435k | $31M | -3% | Dec 2025 |
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| Royal Bank of Canada | 399k | $29M | 3% | Sep 2025 |
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| UBS Group | 393k | $28M | -11% | Dec 2025 |
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| Perigon Wealth Management | 384k | $27M | 100% | Dec 2025 |
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| Gitterman Wealth Management | 369k | $27M | 0% | Sep 2025 |
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| Pnc Financial Services | 291k | $21M | 1% | Dec 2025 |
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| CI Private Wealth | 249k | $1.5M | 1232% | Dec 2025 |
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| Cetera Investment Advisers | 234k | $17M | 2% | Dec 2025 |
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| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY | 198k | $40M | 100% | Dec 2025 |
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| Advisor Group Holdings | 187k | $13M | -20% | Dec 2025 |
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| Wells Fargo & Company | 182k | $13M | -5% | Dec 2025 |
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| Personal Resources Investment & Strategic Management | 167k | $12M | 0% | Dec 2025 |
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| Polianta | 154k | $11M | -31% | Dec 2025 |
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| CWM | 140k | $9.9M | 5% | Dec 2025 |
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| William Blair $ Company | 136k | $9.8M | -1% | Sep 2025 |
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| Hamilton Wealth | 118k | $8.3M | 2% | Dec 2025 |
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| First National Bank & Trust Co Of Newtown | 112k | $7.9M | -1% | Dec 2025 |
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| Sage Capital Management | 99k | $7.0M | -9% | Dec 2025 |
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| Thryve Wealth Management | 97k | $6.8M | 100% | Dec 2025 |
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| WealthSpring Partners | 96k | $6.7M | 100% | Dec 2025 |
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| Stifel Financial | 85k | $6.0M | -6% | Dec 2025 |
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| Commonwealth Equity Services | 76k | $5.3M | -63% | Dec 2025 |
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| Kestra Advisory Services | 75k | $5.3M | 2% | Dec 2025 |
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| Conservest Capital Advisors | 69k | $4.9M | -2% | Dec 2025 |
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| Creative Planning | 66k | $4.6M | 1% | Dec 2025 |
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| Bedell Investment Counselling | 63k | $4.5M | 0% | Sep 2025 |
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| Commerce Bank N A | 60k | $4.2M | -1% | Dec 2025 |
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| HPM Partners | 59k | $4.2M | 0% | Dec 2025 |
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| Raab & Moskowitz Asset Management | 59k | $4.2M | 0% | Dec 2025 |
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| David R. Rahn Inc. dba Avalon Capital Management | 57k | $4.0M | 1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 56k | $3.9M | 11% | Dec 2025 |
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| Linscomb & Williams | 56k | $3.9M | -1% | Dec 2025 |
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| Ameriprise Financial | 53k | $3.7M | -24% | Dec 2025 |
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| Tocqueville Asset Management | 51k | $3.6M | 0% | Dec 2025 |
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| Mercer Global Advisors | 51k | $3.6M | 2% | Dec 2025 |
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| Colony | 49k | $3.5M | 35% | Dec 2025 |
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| HighTower Advisors | 49k | $3.5M | -88% | Dec 2025 |
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| Scotia Capital | 49k | $3.4M | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 46k | $3.2M | 22% | Dec 2025 |
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| Atria Investments | 46k | $3.2M | 100% | Dec 2025 |
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| D.A. Davidson & Co. | 43k | $3.0M | 85% | Dec 2025 |
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| IFP Advisors | 42k | $2.9M | 0% | Dec 2025 |
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| Beacon Pointe Advisors | 39k | $2.8M | -2% | Dec 2025 |
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| CIBC World Markets | 34k | $2.4M | -1% | Dec 2025 |
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| Dudley & Shanley | 33k | $2.3M | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 32k | $2.3M | 100% | Sep 2025 |
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| Rockingstone Advisors | 32k | $2.3M | 5% | Dec 2025 |
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| Chicago Partners Investment | 32k | $2.4M | 0% | Dec 2025 |
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| Envestnet Asset Management | 31k | $2.2M | -41% | Dec 2025 |
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| O'rourke & Company | 30k | $2.1M | 8% | Dec 2025 |
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| Verity Asset Management | 30k | $2.1M | 6% | Dec 2025 |
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| Rockefeller Capital Management | 28k | $2.0M | 10% | Dec 2025 |
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| Private Advisor | 28k | $2.0M | -14% | Dec 2025 |
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| Silverlake Wealth Management | 28k | $1.9M | -3% | Dec 2025 |
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| Parsons Capital Management | 27k | $1.9M | 0% | Dec 2025 |
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| Prime Capital Investment Advisors | 27k | $1.9M | -3% | Dec 2025 |
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| Sovran Advisors | 27k | $2.0M | 21% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 27k | $1.9M | 7% | Dec 2025 |
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| Curbstone Financial Management | 27k | $1.9M | 0% | Dec 2025 |
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| Janney Montgomery Scott | 27k | $1.9M | -2% | Dec 2025 |
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| J.w. Cole Advisors | 26k | $1.8M | -5% | Dec 2025 |
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| Hilltop Holdings | 26k | $1.8M | 0% | Dec 2025 |
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| Axxcess Wealth Management | 26k | $1.8M | 100% | Dec 2025 |
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| Trust | 25k | $1.8M | 0% | Dec 2025 |
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| FMR | 25k | $1.8M | -5% | Sep 2025 |
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| Steward Partners Investment Advisory | 25k | $1.8M | -6% | Dec 2025 |
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| Mml Investors Services | 25k | $1.7M | 6% | Dec 2025 |
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| Atlantic Trust | 24k | $1.7M | -4% | Dec 2025 |
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| Captrust Financial Advisors | 23k | $1.6M | 0% | Dec 2025 |
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| Bravias Capital Group | 23k | $1.6M | 35% | Dec 2025 |
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| Guardian Capital | 23k | $1.6M | 100% | Sep 2025 |
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| Goss Wealth Management | 21k | $1.5M | 10% | Dec 2025 |
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| SeaCrest Wealth Management | 20k | $1.5M | 8% | Dec 2025 |
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| Bond & Devick Financial Network | 20k | $1.4M | 1% | Dec 2025 |
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| Edmond De Rothschild Holding | 20k | $1.4M | 0% | Dec 2025 |
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| PFG Investments | 20k | $1.4M | -1% | Dec 2025 |
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| Susquehanna International | 19k | $1.4M | 238% | Dec 2025 |
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| Capital Analysts | 19k | $1.4M | 0% | Dec 2025 |
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| Weatherly Asset Management | 19k | $1.3M | 0% | Dec 2025 |
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| Summit Financial | 19k | $1.3M | 0% | Dec 2025 |
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| Oppenheimer & Co | 18k | $1.3M | 1% | Dec 2025 |
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| Miracle Mile Advisors | 18k | $1.3M | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 18k | $1.3M | -52% | Dec 2025 |
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| American Institute for Advanced Investment Management | 17k | $1.2M | -3% | Dec 2025 |
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| Roberts Glore & Co | 17k | $1.2M | 0% | Dec 2025 |
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| Fox Hill Wealth Management | 16k | $1.2M | -1% | Dec 2025 |
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| Retirement Income Solutions | 16k | $1.1M | -5% | Dec 2025 |
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| Glen Eagle Advisors | 16k | $1.1M | -3% | Dec 2025 |
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| Gouws Capital | 16k | $1.1M | 0% | Dec 2025 |
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| Spire Wealth Management | 15k | $1.1M | 2% | Dec 2025 |
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| Dynamic Advisors Solutions | 15k | $1.1M | -26% | Dec 2025 |
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| Resources Investment Advisors | 15k | $1.1M | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 15k | $1.1M | -25% | Dec 2025 |
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| Mustico Financial Group | 15k | $1.1M | 17% | Dec 2025 |
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| Cresset Asset Management | 15k | $1.0M | 0% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 14k | $1.0M | 7% | Dec 2025 |
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| Apollon Wealth Management | 14k | $991k | -1% | Dec 2025 |
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| Branch Banking & Trust Company | 14k | $990k | -75% | Dec 2025 |
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| Equitable Trust | 14k | $982k | 0% | Dec 2025 |
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| Secure Asset Management | 14k | $961k | -4% | Dec 2025 |
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| Arkadios Wealth Advisors | 14k | $949k | 15% | Dec 2025 |
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| Van Eck Associates Corp. | 14k | $949k | -53% | Dec 2025 |
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| MAI Wealth Advisors | 13k | $929k | 2% | Dec 2025 |
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| Advisory Services Network | 13k | $922k | 15% | Dec 2025 |
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| Baird Financial | 13k | $894k | -6% | Dec 2025 |
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| Altfest L J & Co | 13k | $889k | 5% | Dec 2025 |
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| Elk River Wealth Management | 13k | $889k | 0% | Dec 2025 |
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| LexAurum Advisors | 13k | $910k | 0% | Sep 2025 |
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| Brian McDonald | 12k | $867k | -26% | Dec 2025 |
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| Snowden Capital Advisors | 12k | $862k | 2% | Dec 2025 |
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| Integrated Wealth Concepts | 12k | $853k | -16% | Dec 2025 |
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| National Bank Of Canada /fi/ | 12k | $851k | -3% | Dec 2025 |
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| FSM Wealth Advisors | 12k | $840k | 15% | Dec 2025 |
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| Hm Payson & Co | 12k | $815k | -5% | Dec 2025 |
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| Us Bancorp | 12k | $808k | -2% | Dec 2025 |
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| OVERSEA-CHINESE BANKING Corp | 12k | $807k | -12% | Dec 2025 |
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| First City Capital Management | 11k | $798k | 0% | Dec 2025 |
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| NTV Asset Management | 11k | $793k | 0% | Dec 2025 |
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| NewEdge Wealth | 11k | $785k | 0% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 10k | $735k | 0% | Dec 2025 |
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| Wealthcare Advisory Partners | 10k | $735k | 12% | Dec 2025 |
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| Welch & Forbes | 10k | $732k | -1% | Dec 2025 |
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| Neuberger Berman Group | 10k | $729k | 0% | Dec 2025 |
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| Rsm Us Wealth Management | 10k | $714k | 3% | Dec 2025 |
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| Crestwood Advisors | 9.7k | $683k | 1% | Dec 2025 |
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| Murphy, Middleton, Hinkle & Parker | 9.5k | $6.5M | 100% | Dec 2025 |
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| Td Private Client Wealth | 9.4k | $665k | -1% | Dec 2025 |
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| Retirement Planning Co of New England | 9.4k | $662k | 0% | Dec 2025 |
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| Stamos Capital Partners | 9.1k | $640k | 168% | Dec 2025 |
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| Lynx Investment Advisory | 9.1k | $640k | 76% | Dec 2025 |
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| International Assets Investment Management | 9.1k | $637k | 13% | Dec 2025 |
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| North Star Asset Management | 9.0k | $630k | -1% | Dec 2025 |
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| IHT Wealth Management | 8.7k | $614k | -2% | Dec 2025 |
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| Golden State Equity Partners | 8.7k | $609k | 100% | Dec 2025 |
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| Flagship Harbor Advisors | 8.5k | $601k | 4% | Dec 2025 |
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| Nations Financial Group | 8.4k | $593k | 3% | Dec 2025 |
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| Mosaic Financial Group | 8.0k | $560k | 0% | Dec 2025 |
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| Gerber | 7.8k | $552k | 0% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 7.8k | $552k | 36% | Dec 2025 |
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| EJMK Ventures | 7.8k | $549k | 100% | Dec 2025 |
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| Howard Capital Management Group | 7.8k | $548k | 0% | Dec 2025 |
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| Pacific Sun Financial Corp | 7.8k | $548k | 4% | Dec 2025 |
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| Wealthspan Partners | 7.7k | $540k | -10% | Dec 2025 |
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| McGinn Investment Management | 7.6k | $538k | 0% | Dec 2025 |
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| Stenahm Asset Managment | 7.4k | $521k | 0% | Dec 2025 |
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| First Western Trust Bank | 7.2k | $509k | 81% | Dec 2025 |
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| SS&H Financial Advisors | 7.2k | $507k | 0% | Dec 2025 |
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| Beese Fulmer Investment Management | 7.1k | $500k | 0% | Dec 2025 |
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| Mesirow Financial Investment Management International Equity | 6.9k | $485k | -8% | Dec 2025 |
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| Pathstone Holdings | 6.1k | $432k | -29% | Dec 2025 |
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| Citadel Advisors | 5.1k | $368k | -89% | Sep 2025 |
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| Wellington Shields & Co | 4.1k | $287k | -51% | Dec 2025 |
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Who sold out of Invesco Water Resource Port?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strive Asset Management | Sep 2025 | 92k | $6.6M |
| Nilsine Partners | Sep 2025 | 20k | $1.5M |
| Kovitz Investment Group Partners | Sep 2025 | 14k | $999k |
| Eqis Capital Management | Sep 2025 | 10k | $727k |
| Bnp Paribas Arbitrage, Snc | Sep 2025 | 10k | $721k |
| Hennion & Walsh Asset Management | Sep 2025 | 7.4k | $532k |