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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1.4M | $100M | 100% | Jun 2025 |
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| LPL Financial | 908k | $65M | 10% | Sep 2025 |
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| Goodman & Company, Investment Counsel | 516k | $37M | 2% | Sep 2025 |
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| Raymond James Financial | 447k | $32M | -3% | Sep 2025 |
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| UBS Group | 444k | $32M | 5% | Sep 2025 |
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| HighTower Advisors | 420k | $30M | 1% | Sep 2025 |
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| Royal Bank of Canada | 399k | $29M | 3% | Sep 2025 |
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| Gitterman Wealth Management | 369k | $27M | 0% | Sep 2025 |
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| Pnc Financial Services | 287k | $21M | 0% | Sep 2025 |
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| Advisor Group Holdings | 233k | $17M | 6% | Sep 2025 |
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| Cetera Investment Advisers | 230k | $17M | 5% | Sep 2025 |
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| Polianta | 222k | $16M | 0% | Sep 2025 |
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| Commonwealth Equity Services | 203k | $15M | 0% | Sep 2025 |
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| Wells Fargo & Company | 191k | $14M | 1% | Sep 2025 |
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| Personal Resources Investment & Strategic Management | 167k | $12M | 2% | Sep 2025 |
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| William Blair $ Company | 136k | $9.8M | -1% | Sep 2025 |
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| CWM | 134k | $9.6M | 1% | Sep 2025 |
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| Hamilton Wealth | 116k | $8.3M | 1% | Sep 2025 |
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| First National Bank & Trust Co Of Newtown | 113k | $8.1M | -2% | Sep 2025 |
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| Sage Capital Management | 109k | $7.8M | -4% | Sep 2025 |
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| Strive Asset Management | 92k | $6.6M | 24% | Sep 2025 |
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| Stifel Financial | 91k | $6.5M | 2% | Sep 2025 |
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| Kestra Advisory Services | 74k | $5.3M | -1% | Sep 2025 |
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| Conservest Capital Advisors | 71k | $5.1M | 0% | Sep 2025 |
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| Ameriprise Financial | 69k | $5.0M | -14% | Sep 2025 |
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| Creative Planning | 65k | $4.7M | 1% | Sep 2025 |
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| Bedell Investment Counselling | 63k | $4.5M | 0% | Sep 2025 |
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| Commerce Bank N A | 61k | $4.4M | -1% | Sep 2025 |
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| HPM Partners | 60k | $4.3M | 0% | Sep 2025 |
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| Raab & Moskowitz Asset Management | 59k | $4.3M | -2% | Sep 2025 |
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| Branch Banking & Trust Company | 57k | $4.1M | 1% | Sep 2025 |
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| David R. Rahn Inc. dba Avalon Capital Management | 57k | $4.1M | 0% | Sep 2025 |
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| Money Design | 56k | $3.9M | -10% | Jun 2025 |
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| Linscomb & Williams | 56k | $4.0M | 0% | Sep 2025 |
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| Envestnet Asset Management | 53k | $3.8M | 6% | Sep 2025 |
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| Tocqueville Asset Management | 52k | $3.7M | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 50k | $3.6M | 10% | Sep 2025 |
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| Mercer Global Advisors | 50k | $3.6M | -1% | Sep 2025 |
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| Scotia Capital | 49k | $3.5M | -1% | Sep 2025 |
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| IFP Advisors | 42k | $3.0M | -8% | Sep 2025 |
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| Beacon Pointe Advisors | 40k | $2.9M | 9% | Sep 2025 |
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| Jones Financial Companies, L.L | 38k | $2.7M | 12% | Sep 2025 |
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| Cambridge Investment Research Advisors | 37k | $2.7M | 77% | Sep 2025 |
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| Colony | 37k | $2.6M | -5% | Sep 2025 |
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| CIBC World Markets | 35k | $2.5M | 1% | Sep 2025 |
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| Dudley & Shanley | 33k | $2.4M | 0% | Sep 2025 |
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| Private Advisor | 33k | $2.3M | 10% | Sep 2025 |
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| Jpmorgan Chase & Co | 32k | $2.3M | -9% | Sep 2025 |
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| Chicago Partners Investment | 32k | $2.3M | 0% | Sep 2025 |
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| Rockingstone Advisors | 31k | $2.2M | -1% | Sep 2025 |
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| Atria Wealth Solutions | 30k | $2.1M | -27% | Jun 2025 |
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| Van Eck Associates Corp. | 29k | $2.1M | 22% | Sep 2025 |
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| Silverlake Wealth Management | 28k | $2.0M | -3% | Sep 2025 |
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| Verity Asset Management | 28k | $2.0M | 4% | Sep 2025 |
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| O'rourke & Company | 28k | $2.0M | -1% | Sep 2025 |
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| Prime Capital Investment Advisors | 28k | $2.0M | -2% | Sep 2025 |
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| J.w. Cole Advisors | 28k | $2.0M | -3% | Sep 2025 |
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| Parsons Capital Management | 27k | $2.0M | 0% | Sep 2025 |
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| Janney Montgomery Scott | 27k | $2.0M | -1% | Sep 2025 |
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| Curbstone Financial Management | 27k | $1.9M | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 27k | $1.9M | -4% | Sep 2025 |
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| Hilltop Holdings | 26k | $1.9M | 0% | Sep 2025 |
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| Rockefeller Capital Management | 26k | $1.8M | 23% | Sep 2025 |
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| Trust | 25k | $1.8M | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 25k | $1.8M | -12% | Sep 2025 |
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| FMR | 25k | $1.8M | -5% | Sep 2025 |
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| Atlantic Trust | 25k | $1.8M | 0% | Sep 2025 |
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| D.A. Davidson & Co. | 23k | $1.7M | 47% | Sep 2025 |
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| Captrust Financial Advisors | 23k | $1.7M | -6% | Sep 2025 |
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| Mml Investors Services | 23k | $1.7M | 3% | Sep 2025 |
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| Guardian Capital | 23k | $1.6M | 100% | Sep 2025 |
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| Sovran Advisors | 22k | $1.6M | -5% | Sep 2025 |
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| Dynamic Advisors Solutions | 21k | $1.5M | 12% | Sep 2025 |
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| Nilsine Partners | 20k | $1.5M | -4% | Sep 2025 |
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| Mariner Wealth Advisors | 20k | $1.5M | 7% | Sep 2025 |
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| PFG Investments | 20k | $1.5M | 1% | Sep 2025 |
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| Edmond De Rothschild Holding | 20k | $1.5M | 0% | Sep 2025 |
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| Bond & Devick Financial Network | 20k | $1.4M | 3% | Sep 2025 |
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| Capital Analysts | 19k | $1.4M | -11% | Sep 2025 |
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| Goss Wealth Management | 19k | $1.4M | 3% | Sep 2025 |
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| Weatherly Asset Management | 19k | $1.4M | 0% | Sep 2025 |
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| SeaCrest Wealth Management | 19k | $1.4M | -18% | Sep 2025 |
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| CI Private Wealth | 19k | $1.3M | -6% | Sep 2025 |
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| Summit Financial | 19k | $1.3M | 0% | Sep 2025 |
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| Oppenheimer & Co | 18k | $1.3M | 25% | Sep 2025 |
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| Miracle Mile Advisors | 18k | $1.3M | 10% | Sep 2025 |
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| American Institute for Advanced Investment Management | 17k | $1.3M | -1% | Sep 2025 |
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| Retirement Income Solutions | 17k | $1.2M | 0% | Sep 2025 |
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| Bravias Capital Group | 17k | $1.2M | 34% | Sep 2025 |
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| Glen Eagle Advisors | 17k | $1.2M | 3% | Sep 2025 |
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| Brian McDonald | 17k | $1.2M | -12% | Sep 2025 |
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| Fox Hill Wealth Management | 17k | $1.2M | -4% | Sep 2025 |
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| Roberts Glore & Co | 17k | $1.2M | -1% | Sep 2025 |
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| Gouws Capital | 16k | $1.2M | 0% | Sep 2025 |
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| Resources Investment Advisors | 15k | $1.1M | 1% | Sep 2025 |
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| Spire Wealth Management | 15k | $1.1M | -2% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 15k | $1.1M | -50% | Jun 2025 |
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| Cresset Asset Management | 15k | $1.1M | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 14k | $1.0M | 5% | Sep 2025 |
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| Apollon Wealth Management | 14k | $1.0M | 0% | Sep 2025 |
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| Secure Asset Management | 14k | $1.0M | 8% | Sep 2025 |
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| Equitable Trust | 14k | $1.0M | 0% | Sep 2025 |
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| Kovitz Investment Group Partners | 14k | $999k | -10% | Sep 2025 |
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| Baird Financial | 14k | $978k | -1% | Sep 2025 |
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| Federation des caisses Desjardins du Quebec | 13k | $959k | 10% | Sep 2025 |
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| OVERSEA-CHINESE BANKING Corp | 13k | $942k | 0% | Sep 2025 |
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| Mustico Financial Group | 13k | $882k | 8% | Sep 2025 |
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| MAI Wealth Advisors | 13k | $933k | -2% | Sep 2025 |
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| Elk River Wealth Management | 13k | $910k | 0% | Sep 2025 |
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| LexAurum Advisors | 13k | $910k | 0% | Sep 2025 |
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| National Bank Of Canada /fi/ | 12k | $896k | -1% | Sep 2025 |
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| Hm Payson & Co | 12k | $882k | 6% | Sep 2025 |
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| Snowden Capital Advisors | 12k | $867k | 0% | Sep 2025 |
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| Altfest L J & Co | 12k | $864k | 0% | Sep 2025 |
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| Arkadios Wealth Advisors | 12k | $847k | 26% | Sep 2025 |
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| Us Bancorp | 12k | $842k | 6% | Sep 2025 |
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| Advisory Services Network | 11k | $820k | 8% | Sep 2025 |
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| First City Capital Management | 11k | $817k | 0% | Sep 2025 |
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| NTV Asset Management | 11k | $812k | -7% | Sep 2025 |
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| NewEdge Wealth | 11k | $805k | -17% | Sep 2025 |
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| Welch & Forbes | 11k | $757k | -14% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 10k | $753k | -3% | Sep 2025 |
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| Neuberger Berman Group | 10k | $750k | -2% | Sep 2025 |
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| FSM Wealth Advisors | 10k | $749k | 0% | Sep 2025 |
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| Eqis Capital Management | 10k | $727k | -23% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 10k | $721k | 100% | Sep 2025 |
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| Rsm Us Wealth Management | 9.7k | $700k | 0% | Sep 2025 |
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| Crestwood Advisors | 9.6k | $694k | 4% | Sep 2025 |
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| Td Private Client Wealth | 9.5k | $688k | 13% | Sep 2025 |
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| Retirement Planning Co of New England | 9.4k | $681k | 0% | Sep 2025 |
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| Wealthcare Advisory Partners | 9.3k | $673k | -2% | Sep 2025 |
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| North Star Asset Management | 9.0k | $649k | 0% | Sep 2025 |
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| IHT Wealth Management | 8.9k | $641k | 0% | Sep 2025 |
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| Pathstone Holdings | 8.6k | $623k | 0% | Sep 2025 |
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| Wealthspan Partners | 8.5k | $615k | -4% | Sep 2025 |
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| Flagship Harbor Advisors | 8.2k | $594k | 1% | Sep 2025 |
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| Wellington Shields & Co | 8.2k | $594k | 6% | Sep 2025 |
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| Nations Financial Group | 8.1k | $587k | 2% | Sep 2025 |
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| International Assets Investment Management | 8.0k | $569k | 0% | Sep 2025 |
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| Mosaic Financial Group | 8.0k | $574k | 0% | Sep 2025 |
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| Gerber | 7.8k | $565k | 0% | Sep 2025 |
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| Howard Capital Management Group | 7.8k | $563k | -9% | Sep 2025 |
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| McGinn Investment Management | 7.7k | $553k | -33% | Sep 2025 |
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| Mesirow Financial Investment Management International Equity | 7.5k | $540k | 0% | Sep 2025 |
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| Pacific Sun Financial Corp | 7.5k | $540k | 3% | Sep 2025 |
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| Stenahm Asset Managment | 7.4k | $534k | 0% | Sep 2025 |
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| Hennion & Walsh Asset Management | 7.4k | $532k | 11% | Sep 2025 |
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| SS&H Financial Advisors | 7.2k | $519k | 0% | Sep 2025 |
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| Beese Fulmer Investment Management | 7.1k | $512k | 0% | Sep 2025 |
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| Bank Of Montreal | 6.9k | $483k | 100% | Jun 2025 |
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| Wealthfront Advisers | 6.8k | $488k | -2% | Sep 2025 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 6.6k | $479k | -9% | Sep 2025 |
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| Susquehanna International | 5.7k | $411k | -80% | Sep 2025 |
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| Citadel Advisors | 5.1k | $368k | -89% | Sep 2025 |
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| Ledyard National Bank | 5.0k | $361k | -63% | Sep 2025 |
|
Who sold out of Invesco Water Resource Port?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2025 | 29k | $1.9M |
| Jane Street | Jun 2025 | 8.5k | $595k |