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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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 | 1.6M | $115M | 0% | Sep 2024 |
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| Morgan Stanley | 1.2M | $77M | -4% | Jun 2024 |
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| LPL Financial | 681k | $48M | 2% | Sep 2024 |
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| Goodman & Company, Investment Counsel | 502k | $35M | -1% | Sep 2024 |
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| HighTower Advisors | 405k | $26M | 3% | Jun 2024 |
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| Royal Bank of Canada | 395k | $28M | 9% | Sep 2024 |
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| Commonwealth Equity Services | 330k | $23M | -18% | Sep 2024 |
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| Raymond James & Associates | 302k | $21M | 159% | Sep 2024 |
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| Pnc Financial Services | 293k | $21M | 0% | Sep 2024 |
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| Cetera Investment Advisers | 234k | $15M | 1% | Jun 2024 |
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| Wells Fargo & Company | 222k | $16M | 0% | Sep 2024 |
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| Polianta | 222k | $16M | 0% | Sep 2024 |
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| Advisor Group Holdings | 191k | $13M | -29% | Sep 2024 |
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| Raymond James Financial Services Advisors | 191k | $13M | 18% | Sep 2024 |
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| Personal Resources Investment & Strategic Management | 188k | $13M | 26% | Sep 2024 |
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| Hamilton Wealth | 139k | $9.0M | 3% | Jun 2024 |
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| First National Bank & Trust Co Of Newtown | 134k | $9.4M | -1% | Sep 2024 |
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| William Blair $ Company | 121k | $8.6M | -2% | Sep 2024 |
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| CWM | 120k | $8.5M | 5% | Sep 2024 |
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| Sage Capital Management | 118k | $8.3M | 0% | Sep 2024 |
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| Stifel Financial | 101k | $6.6M | 0% | Jun 2024 |
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| Commerce Bank N A | 87k | $6.2M | 0% | Sep 2024 |
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| Susquehanna International | 84k | $5.9M | 131% | Sep 2024 |
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| Money Design | 80k | $5.6M | -14% | Sep 2024 |
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| Kestra Advisory Services | 73k | $5.1M | -8% | Sep 2024 |
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| Conservest Capital Advisors | 73k | $4.9M | 0% | Sep 2024 |
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| Bedell Investment Counselling | 66k | $4.3M | -2% | Jun 2024 |
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| Linscomb & Williams | 62k | $4.4M | -1% | Sep 2024 |
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| Envestnet Asset Management | 60k | $4.2M | 7% | Sep 2024 |
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| Raab & Moskowitz Asset Management | 60k | $4.2M | 0% | Sep 2024 |
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| David R. Rahn Inc. dba Avalon Capital Management | 59k | $3.8M | 0% | Jun 2024 |
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| Creative Planning | 59k | $4.1M | 1% | Sep 2024 |
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| HPM Partners | 57k | $4.0M | 2% | Sep 2024 |
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| Tocqueville Asset Management | 56k | $3.9M | -6% | Sep 2024 |
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| Cambridge Investment Research Advisors | 53k | $3.7M | -29% | Sep 2024 |
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| Jpmorgan Chase & Co | 50k | $3.5M | 44% | Sep 2024 |
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| Beacon Pointe Advisors | 50k | $3.5M | 4% | Sep 2024 |
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| Branch Banking & Trust Company | 50k | $3.3M | 0% | Jun 2024 |
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| Scotia Capital | 50k | $3.5M | 0% | Sep 2024 |
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| Mercer Global Advisors | 49k | $3.1M | 1% | Jun 2024 |
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| Rockingstone Advisors | 45k | $3.2M | 0% | Sep 2024 |
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| MONECO Advisors | 41k | $2.9M | 0% | Sep 2024 |
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| Citadel Advisors | 39k | $2.8M | -3% | Sep 2024 |
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| Colony | 39k | $2.8M | 561% | Sep 2024 |
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| Atria Wealth Solutions | 35k | $2.5M | 1% | Sep 2024 |
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| Parsons Capital Management | 33k | $2.3M | 0% | Sep 2024 |
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| Dudley & Shanley | 33k | $2.1M | 0% | Jun 2024 |
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| Private Advisor | 32k | $2.3M | -4% | Sep 2024 |
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| Verity Asset Management | 32k | $2.3M | -6% | Sep 2024 |
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| Chicago Partners Investment | 32k | $2.2M | 0% | Sep 2024 |
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| HoyleCohen | 32k | $2.1M | 0% | Jun 2024 |
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| Silverlake Wealth Management | 31k | $2.2M | 18% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 30k | $2.1M | 100% | Sep 2024 |
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| Hilltop Holdings | 30k | $2.1M | 0% | Sep 2024 |
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| O'rourke & Company | 29k | $2.1M | 1% | Sep 2024 |
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| Atlantic Trust | 29k | $2.0M | 1% | Sep 2024 |
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| Mariner Wealth Advisors | 29k | $2.0M | -8% | Sep 2024 |
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| Prime Capital Investment Advisors | 28k | $2.0M | 100% | Sep 2024 |
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| Janney Montgomery Scott | 28k | $2.0M | -2% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 27k | $1.9M | 1% | Sep 2024 |
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| Curbstone Financial Management | 27k | $1.9M | 0% | Sep 2024 |
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| SeaCrest Wealth Management | 25k | $1.8M | -5% | Sep 2024 |
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| Nilsine Partners | 24k | $1.7M | 2% | Sep 2024 |
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| Brian McDonald | 24k | $1.7M | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 23k | $1.5M | -3% | Jun 2024 |
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| Spence Asset Management | 23k | $1.6M | 1308% | Sep 2024 |
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| Captrust Financial Advisors | 23k | $1.6M | 1% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 22k | $1.4M | -8% | Jun 2024 |
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| Glenmede Trust Company | 21k | $1.5M | 8% | Sep 2024 |
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| Private Wealth Advisors | 21k | $1.5M | 1% | Sep 2024 |
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| CI Private Wealth | 20k | $1.4M | -6% | Sep 2024 |
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| Rockefeller Capital Management | 19k | $1.3M | 40% | Jun 2024 |
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| Weatherly Asset Management | 19k | $1.3M | -5% | Sep 2024 |
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| PFG Investments | 19k | $1.2M | -7% | Jun 2024 |
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| Bond & Devick Financial Network | 19k | $1.3M | 18% | Sep 2024 |
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| Roberts Glore & Co | 18k | $1.3M | 0% | Sep 2024 |
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| American Institute for Advanced Investment Management | 17k | $1.2M | 2% | Sep 2024 |
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| Retirement Income Solutions | 17k | $1.2M | 0% | Sep 2024 |
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| Goss Wealth Management | 17k | $1.1M | 3% | Jun 2024 |
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| Glen Eagle Advisors | 17k | $1.2M | -22% | Sep 2024 |
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| Miracle Mile Advisors | 17k | $1.2M | 0% | Sep 2024 |
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| Spire Wealth Management | 16k | $1.1M | 0% | Sep 2024 |
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| Gouws Capital | 16k | $1.1M | 0% | Sep 2024 |
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| D.A. Davidson & Co. | 16k | $1.0M | -38% | Jun 2024 |
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| Resources Investment Advisors | 16k | $1.1M | 0% | Sep 2024 |
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| NewEdge Wealth | 16k | $1.1M | 0% | Sep 2024 |
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| OVERSEA-CHINESE BANKING Corp | 16k | $1.1M | -10% | Sep 2024 |
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| Ledyard National Bank | 16k | $1.1M | -2% | Sep 2024 |
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| Equitable Trust | 15k | $1.1M | 0% | Sep 2024 |
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| Apollon Wealth Management | 15k | $1.0M | 0% | Sep 2024 |
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| Mml Investors Services | 15k | $1.0M | 1% | Sep 2024 |
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| LexAurum Advisors | 14k | $987k | -4% | Sep 2024 |
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| Eqis Capital Management | 14k | $960k | -2% | Sep 2024 |
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| Financial Services Advisory | 13k | $945k | -1% | Sep 2024 |
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| National Asset Management | 13k | $863k | -46% | Jun 2024 |
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| NTV Asset Management | 13k | $919k | 0% | Sep 2024 |
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| Neuberger Berman Group | 13k | $842k | -2% | Jun 2024 |
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| Elk River Wealth Management | 13k | $891k | 0% | Sep 2024 |
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| Oppenheimer & Co | 13k | $883k | -1% | Sep 2024 |
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| Van Eck Associates Corp. | 13k | $867k | 0% | Sep 2024 |
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| Snowden Capital Advisors | 12k | $877k | -6% | Sep 2024 |
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| Welch & Forbes | 12k | $861k | 0% | Sep 2024 |
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| National Bank Of Canada /fi/ | 12k | $855k | 0% | Sep 2024 |
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| Altfest L J & Co | 12k | $845k | 0% | Sep 2024 |
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| Mosaic Financial Group | 12k | $842k | 0% | Sep 2024 |
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| Kovitz Investment Group Partners | 12k | $789k | 13% | Sep 2024 |
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| Hm Payson & Co | 12k | $816k | -3% | Sep 2024 |
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| J.w. Cole Advisors | 12k | $814k | -3% | Sep 2024 |
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| Integrated Wealth Concepts | 12k | $809k | -6% | Sep 2024 |
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| First City Capital Management | 11k | $800k | -4% | Sep 2024 |
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| Merit Financial Group | 11k | $792k | -5% | Sep 2024 |
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| Christopher Weil & Company | 11k | $788k | 0% | Sep 2024 |
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| Wealthcare Advisory Partners | 11k | $770k | -2% | Sep 2024 |
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| Brown Advisory Holdings Incorporated | 11k | $681k | -2% | Jun 2024 |
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| Howard Capital Management Group | 10k | $715k | -6% | Sep 2024 |
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| Ancora Advisors | 10k | $711k | 0% | Sep 2024 |
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| Wealthspan Partners | 10k | $704k | 0% | Sep 2024 |
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| Retirement Planning Co of New England | 9.7k | $686k | -3% | Sep 2024 |
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| Rsm Us Wealth Management | 9.6k | $675k | 0% | Sep 2024 |
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| Us Bancorp | 9.5k | $668k | 1% | Sep 2024 |
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| Relyea Zuckerberg Hanson | 9.1k | $639k | 0% | Sep 2024 |
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| North Star Asset Management | 9.0k | $635k | 29% | Sep 2024 |
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| Jones Financial Companies, L.L | 8.8k | $618k | 1124% | Sep 2024 |
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| Crestwood Advisors | 8.7k | $614k | 1% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 8.7k | $614k | -15% | Sep 2024 |
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| Pathstone Holdings | 8.6k | $610k | 0% | Sep 2024 |
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| Summit Financial | 8.5k | $601k | 85% | Sep 2024 |
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| Foundations Investment Advisors | 8.3k | $585k | -29% | Sep 2024 |
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| Clarus Wealth Advisors | 8.3k | $575k | -1% | Sep 2024 |
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| Flagship Harbor Advisors | 8.3k | $583k | 1% | Sep 2024 |
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| Osborne Partners Capital Management | 8.1k | $572k | 0% | Sep 2024 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 8.1k | $570k | 0% | Sep 2024 |
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| Gerber | 8.0k | $566k | 0% | Sep 2024 |
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| Kepos Capital | 8.0k | $562k | 27% | Sep 2024 |
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| Mesirow Financial Investment Management International Equity | 7.8k | $551k | 10% | Sep 2024 |
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| Stratos Wealth Partners | 7.7k | $541k | 16% | Sep 2024 |
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| Dynamic Advisors Solutions | 7.6k | $540k | 2% | Sep 2024 |
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| Goldman Sachs Group | 7.5k | $489k | 100% | Jun 2024 |
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| Ferguson Wellman Capital Management | 7.3k | $513k | 0% | Sep 2024 |
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| Howe and Rusling | 7.3k | $513k | 0% | Sep 2024 |
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| SS&H Financial Advisors | 7.2k | $508k | 0% | Sep 2024 |
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| Banco Santander | 7.2k | $506k | 14% | Sep 2024 |
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| Hennion & Walsh Asset Management | 6.9k | $489k | -2% | Sep 2024 |
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| Bessemer | 6.9k | $485k | 0% | Sep 2024 |
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| Nations Financial Group | 6.8k | $481k | 0% | Sep 2024 |
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| Pacific Sun Financial Corp | 6.8k | $476k | 6% | Sep 2024 |
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| Columbus Macro | 6.7k | $471k | 100% | Sep 2024 |
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| Northern Trust | 6.6k | $467k | 0% | Sep 2024 |
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| Sandy Spring Bank | 6.5k | $457k | 0% | Sep 2024 |
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| Franklin Resources | 6.0k | $428k | -23% | Sep 2024 |
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| Renaissance Technologies | 4.1k | $289k | -37% | Sep 2024 |
|
Who sold out of Invesco Water Resource Port?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strategic Financial Concepts | Jun 2024 | 28k | $1.8M |
| Qube Research & Technologies | Mar 2024 | 15k | $991k |
| Point72 Europe | Jun 2024 | 11k | $734k |
| International Assets Investment Management | Jun 2024 | 9.2k | $596k |