Who owns Invesco Water Resource Port?

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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
Spring Creek Capital 2.4M $6.8M 100% Jun 2021
Bank of America Corporation 1.8M $94M 1% Jun 2021
Morgan Stanley 924k $50M 100% Jun 2021
UBS Group 834k $45M 28% Jun 2021
Pnc Financial Services 800k $43M -34% Jun 2021
MD Financial Management 681k $21M 0% Jun 2021
Polianta 428k $23M -11% Jun 2021
Commonwealth Equity Services 424k $23M 4% Jun 2021
LPL Financial 396k $21M 68% Jun 2021
Advisor Group Holdings 179k $9.6M 21% Jun 2021
First National Bank & Trust Co Of Newtown 160k $8.6M -1% Jun 2021

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Royal Bank of Canada 150k $8.3M 13% Jun 2021
Wells Fargo & Company 141k $7.5M 7% Jun 2021
William Blair $ Company 127k $6.8M 6% Jun 2021
TAP Consulting 96k $5.1M 38% Jun 2021
Raymond James Financial Services Advisors 95k $5.1M 51% Jun 2021
Commerce Bank N A 89k $4.8M 4% Jun 2021
Raymond James & Associates 84k $4.5M 13% Jun 2021
Beck Capital Management 79k $4.2M 19% Jun 2021
Linscomb & Williams 70k $3.7M 0% Jun 2021
Raab & Moskowitz Asset Management 63k $3.4M -43% Jun 2021
Creative Planning 60k $3.2M 5% Jun 2021
Tocqueville Asset Management 59k $3.2M 4% Jun 2021
First Republic Investment Management 59k $3.2M 28% Jun 2021
HoyleCohen 53k $2.8M 0% Jun 2021
Cambridge Investment Research Advisors 52k $2.8M 34% Jun 2021
Scotia Capital 51k $2.8M 17% Jun 2021
Conservest Capital Advisors 51k $2.7M 0% Jun 2021
Hamilton Wealth 51k $2.7M 2% Jun 2021
Susquehanna International 48k $2.5M 733% Jun 2021
Ameriprise Financial 47k $2.5M -2% Jun 2021
Quest Capital Management 45k $2.4M 0% Jun 2021
CWM 45k $2.4M 0% Jun 2021
Valley National Advisers 44k $2.3M 11% Jun 2021
Envestnet Asset Management 40k $2.2M 199% Sep 2021
Kestra Advisory Services 39k $2.1M -2% Jun 2021
Covington Capital Management 39k $2.1M 0% Jun 2021
Stifel Financial 38k $2.0M 8% Jun 2021
Mariner Wealth Advisors 38k $2.0M -13% Jun 2021
Bard Financial Services 34k $1.8M 0% Jun 2021
Private Advisor 33k $1.8M 49% Jun 2021
Chicago Partners Investment 32k $1.8M 0% Jun 2021
Citadel Advisors 31k $1.7M -24% Jun 2021
Belpointe Asset Management 31k $1.7M 3% Jun 2021
Hilltop Holdings 30k $1.6M 0% Jun 2021
Parsons Capital Management 29k $1.5M 0% Jun 2021
Curbstone Financial Management 29k $1.5M 0% Jun 2021
HighTower Advisors 29k $1.5M 4% Jun 2021
Btr Capital Management 28k $1.5M -1% Jun 2021
Miracle Mile Advisors 27k $1.5M 18% Jun 2021
Flagship Private Wealth 27k $27M 54270% Jun 2021
Osborne Partners Capital Management 26k $1.4M -5% Jun 2021
SeaCrest Wealth Management 26k $1.4M 142% Jun 2021
Verity Asset Management 26k $1.4M -2% Jun 2021
Baird Financial 25k $1.3M 8% Jun 2021
Parsec Financial Management 25k $1.3M 8% Jun 2021
Weatherly Asset Management 23k $1.2M 0% Jun 2021
Concentric Wealth Management 23k $1.2M -1% Jun 2021
Spire Wealth Management 21k $1.1M -1% Jun 2021
Private Wealth Advisors 20k $1.1M 30% Jun 2021
Ledyard National Bank 19k $1.0M 24% Jun 2021
Roberts Glore & Co 19k $1.0M -4% Jun 2021
Atlantic Trust 19k $1.0M 0% Jun 2021
D.A. Davidson & Co. 18k $976k 48% Jun 2021
Glenmede Trust Company 17k $921k 0% Jun 2021
Lake Street Financial 16k $895k 9% Sep 2021
Howard Capital Management Group 16k $874k -4% Jun 2021
First City Capital Management 15k $837k -3% Jun 2021
Us Bancorp 14k $764k 0% Jun 2021
Equitable Trust 14k $746k 0% Jun 2021
Cetera Investment Advisers 13k $712k 193% Jun 2021
Wedbush Morgan Securities 13k $726k 25% Sep 2021
Oppenheimer & Co 13k $707k 7% Jun 2021
Neuberger Berman Group 13k $675k 0% Jun 2021
Elk River Wealth Management 13k $676k 0% Jun 2021
Welch & Forbes 12k $656k 0% Jun 2021
Beacon Pointe Advisors 12k $651k 100% Jun 2021
Brouwer & Janachowski 12k $639k 0% Jun 2021
Principal Financial Group 12k $635k 0% Jun 2021
Barometer Capital Management 12k $632k 2% Jun 2021
Kovitz Investment Group Partners 12k $620k -1% Jun 2021
Mechanics Bank Trust Department / The Mechanics Bank 12k $620k 0% Jun 2021
Financial Network Investment Corporation 11k $612k 77% Jun 2021
Magnus Financial Group 11k $577k -29% Jun 2021
Eqis Capital Management 11k $574k 8% Jun 2021
Northwestern Mutual Wealth Management Company 10k $557k 29% Jun 2021
Credit Suisse 10k $557k -45% Jun 2021
Janney Montgomery Scott 10k $554k 0% Jun 2021
Brown Advisory Holdings Incorporated 10k $542k 0% Jun 2021
Captrust Financial Advisors 10k $533k 0% Jun 2021
Resources Investment Advisors 9.9k $532k 10% Jun 2021
National Asset Management 9.6k $512k -12% Jun 2021
Lincoln National 9.4k $500k 36% Jun 2021
Raymond James Trust 8.8k $470k 67% Jun 2021
Moors & Cabot 8.5k $454k -2% Jun 2021
Game Plan Financial Advisors 8.2k $438k 6% Jun 2021
Relyea Zuckerberg Hanson 8.2k $436k 30% Jun 2021
LexAurum Advisors 8.1k $435k 2% Jun 2021
Clarus Wealth Advisors 8.0k $441k 13% Jun 2021
Bank of New York Mellon 7.8k $418k 0% Jun 2021
Stratos Wealth Partners 7.8k $419k 9% Jun 2021
Altfest L J & Co 7.8k $416k 0% Jun 2021
Veritable 7.8k $415k 0% Jun 2021
Franklin Resources 7.7k $416k 0% Jun 2021
Branch Banking & Trust Company 7.6k $404k -19% Jun 2021
Roberta J. Maue 7.5k $399k 0% Jun 2021
Stenahm Asset Managment 7.4k $396k 0% Jun 2021
Central Trust & Investment 7.3k $393k 0% Jun 2021
Putnam Fl Investment Management 7.3k $391k -5% Jun 2021
Flagship Harbor Advisors 7.1k $379k 0% Jun 2021
North Star Asset Management 7.0k $375k 0% Jun 2021
Sandy Spring Bank 7.0k $375k 27% Jun 2021
Moloney Securities Asset Management 6.9k $369k 18% Jun 2021
Capital Analysts 6.9k $348k 14% Jun 2021
Rockefeller Capital Management 6.8k $364k 0% Jun 2021
Bank Of Montreal 6.8k $363k 122% Jun 2021
Waddell & Associates 6.8k $362k 100% Jun 2021
Cambridge Advisors 6.8k $362k 0% Jun 2021
Deutsche Bank Aktiengesellschaft 6.6k $353k 0% Jun 2021
Graves-Light Private Wealth Management 6.5k $348k 0% Jun 2021
Whittier Trust Co. of Nevada 6.4k $340k 0% Jun 2021
3D/L Capital Management 6.2k $334k 3% Jun 2021
Webster Bank, N. A. 6.2k $333k 0% Jun 2021
Palladium Partners,LLC dba Palladium Registered Investment Advisors 6.2k $330k 11% Jun 2021
North Star Investment Management 6.1k $329k 0% Jun 2021
United Capital Financial Advisers 5.9k $315k 19% Jun 2021
Bsc Private Wealth Management 5.9k $315k 0% Jun 2021
KCM Investment Advisors 5.9k $314k 4% Jun 2021
FMR 5.8k $308k 25% Jun 2021
Balyasny Asset Management 5.7k $306k 100% Jun 2021
Brian McDonald 5.6k $322k 100% Jun 2021
Appleton Group Wealth Management 5.5k $292k 100% Jun 2021
First United Bank & Trust 5.4k $290k 22% Jun 2021
FDx Advisors 5.2k $286k 100% Sep 2021
Miller Investment Management 5.2k $279k 0% Jun 2021
Equitable Holdings 5.2k $276k 0% Jun 2021
Crestwood Advisors 5.1k $273k 0% Jun 2021
Kimelman & Baird 5.0k $268k 100% Jun 2021
SOL Capital Management 5.0k $268k 0% Jun 2021
Marble Harbor Investment Counsel 4.8k $256k 0% Jun 2021
Venture Visionary Partners 4.6k $247k 0% Jun 2021
Simplex Trading 4.6k $244k -66% Jun 2021
Renaissance Investment Group 4.6k $244k 0% Jun 2021
Mml Investors Services 4.5k $242k 6% Jun 2021
John G.Ullman & Associates 4.5k $241k 0% Jun 2021
AE Wealth Management 4.5k $241k 7% Jun 2021
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.5k $240k -1% Jun 2021
Windsor Group 4.4k $233k 100% Jun 2021
WealthBridge Capital Management 4.3k $228k 0% Jun 2021
Mercer Global Advisors 4.2k $225k 100% Jun 2021
Banco Santander 4.0k $212k -10% Jun 2021
Wunderlich Securities 4.0k $212k -10% Jun 2021
Ameritas Investment Corp 2.4k $257k -43% Jun 2021

Who sold out of Invesco Water Resource Port?

Fund or Company Name Date Sold Shares Held Valued At
Steward Partners Investment Advisory Mar 2021 35k $1.7M
Wealthstreet Investment Advisors Mar 2021 25k $1.2M
Psagot Investment House Mar 2021 7.0k $346k
Hunter Perkins Capital Management Mar 2021 5.6k $274k