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
Download as csv
Download as Excel
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 | $111M | 2% | Jun 2026 |
|
| Morgan Stanley | 1.3M | $105M | 1% | Mar 2026 |
|
| LPL Financial | 804k | $56M | -4% | Jun 2026 |
|
| Goodman & Company, Investment Counsel | 606k | $42M | 8% | Jun 2026 |
|
| Perigon Wealth Management | 478k | $33M | 12% | Jun 2026 |
|
| Atria Investments | 459k | $32M | 30% | Jun 2026 |
|
| Raymond James Financial | 347k | $24M | -17% | Jun 2026 |
|
| Royal Bank of Canada | 323k | $22M | -4% | Jun 2026 |
|
| UBS Group | 303k | $21M | -55% | Jun 2026 |
|
| Pnc Financial Services | 287k | $20M | -3% | Jun 2026 |
|
| Cetera Investment Advisers | 200k | $14M | -10% | Jun 2026 |
|
| Wells Fargo & Company | 193k | $13M | -6% | Jun 2026 |
|
| SNS Financial | 186k | $13M | 100% | Jun 2026 |
|
| CWM | 180k | $12M | 28% | Mar 2026 |
|
| Personal Resources Investment & Strategic Management | 179k | $12M | -4% | Jun 2026 |
|
| Advisor Group Holdings | 166k | $12M | 3% | Jun 2026 |
|
| Commonwealth Equity Services | 156k | $11M | -5% | Jun 2026 |
|
| William Blair $ Company | 145k | $10M | 2% | Jun 2026 |
|
| Ameriprise Financial | 124k | $8.5M | 111% | Jun 2026 |
|
| Hamilton Wealth | 120k | $8.3M | -3% | Jun 2026 |
|
| D.A. Davidson & Co. | 100k | $6.9M | 42% | Jun 2026 |
|
| WealthSpring Partners | 99k | $6.9M | 3% | Jun 2026 |
|
| Sage Capital Management | 97k | $6.7M | 0% | Jun 2026 |
|
| First National Bank & Trust Co Of Newtown | 84k | $5.9M | -11% | Jun 2026 |
|
| Allstreet Capital Advisors | 77k | $5.3M | 0% | Jun 2026 |
|
| Stifel Financial | 77k | $5.3M | 4% | Jun 2026 |
|
| Kestra Advisory Services | 76k | $5.3M | -10% | Jun 2026 |
|
| Conservest Capital Advisors | 70k | $4.8M | 2% | Jun 2026 |
|
| Creative Planning | 65k | $4.5M | -1% | Jun 2026 |
|
| Colony | 64k | $4.4M | 32% | Jun 2026 |
|
| Bedell Investment Counselling | 62k | $4.1M | 1% | Mar 2026 |
|
| Jones Financial Companies, L.L | 60k | $4.2M | 7% | Jun 2026 |
|
| Raab & Moskowitz Asset Management | 57k | $4.0M | -1% | Jun 2026 |
|
| IFP Advisors | 57k | $3.9M | 1% | Jun 2026 |
|
| HPM Partners | 56k | $3.8M | -4% | Jun 2026 |
|
| Beacon Pointe Advisors | 54k | $3.7M | 4% | Jun 2026 |
|
| Bnp Paribas Arbitrage, Snc | 52k | $3.6M | 28% | Jun 2026 |
|
| Linscomb & Williams | 51k | $3.5M | -13% | Jun 2026 |
|
| Mercer Global Advisors | 51k | $3.5M | 2% | Jun 2026 |
|
| Tocqueville Asset Management | 50k | $3.5M | 0% | Jun 2026 |
|
| Scotia Capital | 49k | $3.4M | -1% | Jun 2026 |
|
| Commerce Bank N A | 48k | $3.3M | -14% | Jun 2026 |
|
| Envestnet Asset Management | 42k | $2.9M | 15% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 42k | $2.9M | 5% | Jun 2026 |
|
| HighTower Advisors | 41k | $2.8M | -20% | Jun 2026 |
|
| Integrated Wealth Concepts | 39k | $2.7M | 186% | Jun 2026 |
|
| Jpmorgan Chase & Co | 35k | $2.4M | 100% | Jun 2026 |
|
| FMR | 34k | $2.4M | 4% | Jun 2026 |
|
| Verity Asset Management | 33k | $2.3M | 1% | Jun 2026 |
|
| Chicago Partners Investment | 32k | $2.2M | 0% | Jun 2026 |
|
| Rockingstone Advisors | 31k | $2.2M | 0% | Jun 2026 |
|
| SeaCrest Wealth Management | 30k | $2.1M | 81% | Jun 2026 |
|
| O'rourke & Company | 30k | $2.0M | 0% | Jun 2026 |
|
| Parsons Capital Management | 28k | $1.9M | 3% | Jun 2026 |
|
| Susquehanna International | 27k | $1.9M | -33% | Jun 2026 |
|
| Rockefeller Capital Management | 27k | $1.9M | -9% | Jun 2026 |
|
| Hilltop Holdings | 26k | $1.8M | 0% | Jun 2026 |
|
| Curbstone Financial Management | 26k | $1.8M | -2% | Jun 2026 |
|
| Bravias Capital Group | 26k | $1.8M | 3% | Jun 2026 |
|
| Captrust Financial Advisors | 26k | $1.8M | 8% | Jun 2026 |
|
| Trust | 25k | $1.7M | 0% | Jun 2026 |
|
| Mml Investors Services | 25k | $1.7M | 32% | Jun 2026 |
|
| Guardian Capital | 24k | $1.7M | 3% | Jun 2026 |
|
| IHT Wealth Management | 23k | $1.6M | 162% | Jun 2026 |
|
| Oppenheimer & Co | 23k | $1.6M | 23% | Jun 2026 |
|
| Silverlake Wealth Management | 23k | $1.6M | -10% | Jun 2026 |
|
| J.w. Cole Advisors | 22k | $1.5M | -15% | Jun 2026 |
|
| Citadel Advisors | 22k | $1.5M | 100% | Jun 2026 |
|
| Steward Partners Investment Advisory | 22k | $1.5M | -9% | Jun 2026 |
|
| Janney Montgomery Scott | 21k | $1.4M | -17% | Jun 2026 |
|
| Private Advisor | 20k | $1.4M | -28% | Jun 2026 |
|
| PFG Investments | 20k | $1.4M | -1% | Jun 2026 |
|
| Bond & Devick Financial Network | 20k | $1.4M | 0% | Jun 2026 |
|
| Edmond De Rothschild Holding | 20k | $1.4M | 0% | Jun 2026 |
|
| Summit Financial | 19k | $1.3M | 5% | Jun 2026 |
|
| Weatherly Asset Management | 19k | $1.3M | 0% | Jun 2026 |
|
| CI Private Wealth | 19k | $1.3M | -3% | Jun 2026 |
|
| BlackRock | 19k | $1.3M | -1% | Jun 2026 |
|
| Mustico Financial Group | 19k | $1.3M | 7% | Jun 2026 |
|
| CIBC Bancorp USA | 19k | $1.3M | 0% | Jun 2026 |
|
| Goss Wealth Management | 18k | $1.3M | 7% | Jun 2026 |
|
| Miracle Mile Advisors | 18k | $1.3M | 1% | Jun 2026 |
|
| Secure Asset Management | 17k | $1.1M | 0% | Jun 2026 |
|
| Capital Analysts | 16k | $1.1M | -15% | Jun 2026 |
|
| American Institute for Advanced Investment Management | 16k | $1.1M | -1% | Jun 2026 |
|
| Glenmede Trust Company | 16k | $1.1M | 0% | Jun 2026 |
|
| Retirement Income Solutions | 16k | $1.1M | 0% | Jun 2026 |
|
| Roberts Glore & Co | 16k | $1.1M | 0% | Jun 2026 |
|
| Fox Hill Wealth Management | 16k | $1.1M | -1% | Jun 2026 |
|
| Gouws Capital | 16k | $1.1M | 0% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 16k | $1.1M | -9% | Jun 2026 |
|
| Spire Wealth Management | 15k | $1.1M | 0% | Jun 2026 |
|
| Dynamic Advisors Solutions | 15k | $1.1M | -5% | Jun 2026 |
|
| Mariner Wealth Advisors | 15k | $1.0M | 3% | Jun 2026 |
|
| Glen Eagle Advisors | 15k | $1.0M | -3% | Jun 2026 |
|
| MAI Wealth Advisors | 15k | $1.0M | 13% | Jun 2026 |
|
| AlphaCore Capital | 14k | $977k | 832% | Jun 2026 |
|
| FSM Wealth Advisors | 14k | $968k | 0% | Jun 2026 |
|
| Equitable Trust | 14k | $963k | 0% | Jun 2026 |
|
| Arkadios Wealth Advisors | 14k | $960k | 0% | Jun 2026 |
|
| Resources Investment Advisors | 14k | $953k | 2% | Jun 2026 |
|
| Whittier Trust Co. of Nevada | 13k | $919k | 0% | Jun 2026 |
|
| Wealthcare Advisory Partners | 13k | $891k | -9% | Jun 2026 |
|
| Cresset Asset Management | 13k | $885k | -6% | Jun 2026 |
|
| Elk River Wealth Management | 13k | $872k | 0% | Jun 2026 |
|
| Branch Banking & Trust Company | 13k | $863k | -6% | Jun 2026 |
|
| AE Wealth Management | 13k | $860k | 1435% | Jun 2026 |
|
| LexAurum Advisors | 12k | $852k | -1% | Jun 2026 |
|
| Apollon Wealth Management | 12k | $852k | 4% | Jun 2026 |
|
| Altfest L J & Co | 12k | $828k | 0% | Jun 2026 |
|
| Baird Financial | 12k | $814k | 0% | Jun 2026 |
|
| OVERSEA-CHINESE BANKING Corp | 12k | $799k | 0% | Jun 2026 |
|
| First City Capital Management | 11k | $783k | 0% | Jun 2026 |
|
| NewEdge Wealth | 11k | $779k | 1% | Jun 2026 |
|
| NTV Asset Management | 11k | $769k | -3% | Jun 2026 |
|
| Hm Payson & Co | 11k | $753k | 0% | Jun 2026 |
|
| SRS Capital Advisors | 11k | $729k | 458% | Jun 2026 |
|
| Stamos Capital Partners | 11k | $724k | 6% | Jun 2026 |
|
| Warren Averett Asset Management | 10k | $718k | 76% | Jun 2026 |
|
| Neuberger Berman Group | 10k | $715k | 0% | Jun 2026 |
|
| Us Bancorp | 9.9k | $682k | -14% | Jun 2026 |
|
| Goldman Sachs Group | 9.4k | $650k | 100% | Jun 2026 |
|
| Rsm Us Wealth Management | 9.3k | $645k | 0% | Jun 2026 |
|
| Crestwood Advisors | 9.2k | $635k | -6% | Jun 2026 |
|
| Lynx Investment Advisory | 9.1k | $628k | 0% | Jun 2026 |
|
| Wiley Bros.-aintree Capital | 9.0k | $625k | 101% | Jun 2026 |
|
| North Star Asset Management | 9.0k | $618k | 0% | Jun 2026 |
|
| National Bank Of Canada /fi/ | 8.9k | $617k | -1% | Jun 2026 |
|
| Independent Financial Group | 8.9k | $615k | 48% | Jun 2026 |
|
| Snowden Capital Advisors | 8.8k | $606k | -29% | Jun 2026 |
|
| Wealthfront Advisers | 8.8k | $605k | 50% | Jun 2026 |
|
| Flagship Harbor Advisors | 8.7k | $598k | 1% | Jun 2026 |
|
| Retirement Planning Co of New England | 8.4k | $582k | -11% | Jun 2026 |
|
| Welch & Forbes | 8.3k | $573k | -9% | Jun 2026 |
|
| Fifth Third Bancorp | 8.2k | $569k | -40% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 8.2k | $568k | 100% | Jun 2026 |
|
| Nations Financial Group | 8.1k | $562k | -2% | Jun 2026 |
|
| Trask Adam Roland | 8.0k | $535k | 100% | Mar 2026 |
|
| Pacific Sun Financial Corp | 8.0k | $551k | 0% | Jun 2026 |
|
| Mosaic Financial Group | 8.0k | $551k | 0% | Jun 2026 |
|
| Mesirow Financial Investment Management International Equity | 7.9k | $549k | -47% | Jun 2026 |
|
| Legacy Edge Advisors | 7.9k | $547k | 11% | Jun 2026 |
|
| Burnham & Co | 7.9k | $546k | 100% | Jun 2026 |
|
| Gerber | 7.8k | $541k | 0% | Jun 2026 |
|
| Ausdal Financial Partners | 7.8k | $535k | -28% | Jun 2026 |
|
| International Assets Investment Management | 7.7k | $530k | -14% | Jun 2026 |
|
| Tiaa-cref Individual & Institutional Services | 7.7k | $529k | 0% | Jun 2026 |
|
| Advisory Services Network | 7.6k | $528k | -6% | Jun 2026 |
|
| Brown Advisory Holdings Incorporated | 7.6k | $525k | 0% | Jun 2026 |
|
| Stenahm Asset Managment | 7.4k | $511k | 0% | Jun 2026 |
|
| McGinn Investment Management | 7.2k | $498k | -3% | Jun 2026 |
|
| Wealthspan Partners | 5.9k | $408k | -23% | Jun 2026 |
|
| Equitable Holdings | 5.8k | $401k | -57% | Jun 2026 |
|
| Prime Capital Investment Advisors | 4.0k | $277k | -79% | Jun 2026 |
|
Who sold out of Invesco Water Resource Port?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Polianta | Mar 2026 | 154k | $10M |
| Thryve Wealth Management | Mar 2026 | 101k | $6.7M |
| Dudley & Shanley | Mar 2026 | 33k | $2.2M |
| Golden State Equity Partners | Mar 2026 | 10k | $694k |