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
Bank of America Corporation 1.7M $86M 7% Mar 2021
Pnc Financial Services 1.2M $60M 11% Mar 2021
MD Financial Management 678k $20M -3% Mar 2021
UBS Group 651k $32M 9% Mar 2021
Polianta 483k $24M 0% Mar 2021
Commonwealth Equity Services 409k $20M 28% Mar 2021
LPL Financial 236k $12M 9% Mar 2021
First National Bank & Trust Co Of Newtown 161k $8.0M -4% Mar 2021
Advisor Group Holdings 148k $7.3M 6% Mar 2021
Royal Bank of Canada 133k $6.6M 10% Mar 2021
Wells Fargo & Company 132k $6.5M 12% Mar 2021

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William Blair $ Company 121k $6.0M -4% Mar 2021
Raab & Moskowitz Asset Management 110k $5.4M 0% Mar 2021
Commerce Bank N A 86k $4.3M 0% Mar 2021
Raymond James & Associates 75k $3.7M 76% Mar 2021
Linscomb & Williams 70k $3.4M 0% Mar 2021
TAP Consulting 70k $3.4M 100% Mar 2021
Howard Capital Management 67k $3.1M -2% Dec 2020
Beck Capital Management 67k $3.3M 2% Mar 2021
Raymond James Financial Services Advisors 63k $3.1M 1% Mar 2021
Tocqueville Asset Management 57k $2.8M 9% Mar 2021
Creative Planning 57k $2.8M -3% Mar 2021
HoyleCohen 53k $2.6M 0% Mar 2021
Conservest Capital Advisors 51k $2.5M 0% Mar 2021
Hamilton Wealth 50k $2.5M 2% Mar 2021
Ameriprise Financial 48k $2.3M 7% Mar 2021
First Republic Investment Management 47k $2.3M 0% Mar 2021
Quest Capital Management 45k $2.2M 0% Mar 2021
Scotia Capital 44k $2.2M 5% Mar 2021
Mariner Wealth Advisors 44k $2.2M -4% Mar 2021
Citadel Advisors 41k $2.0M -60% Mar 2021
Kestra Advisory Services 40k $2.0M -20% Mar 2021
Valley National Advisers 39k $1.9M 65% Mar 2021
Cambridge Investment Research Advisors 39k $1.9M 74% Mar 2021
Covington Capital Management 39k $1.9M 0% Mar 2021
Stifel Financial 35k $1.7M 16% Mar 2021
Steward Partners Investment Advisory 35k $1.7M 100% Mar 2021
Bard Financial Services 34k $1.7M 0% Mar 2021
Chicago Partners Investment 32k $1.7M 0% Mar 2021
Belpointe Asset Management 30k $1.5M 1% Mar 2021
Hilltop Holdings 30k $1.4M 0% Dec 2020
Parsons Capital Management 29k $1.4M 0% Mar 2021
Curbstone Financial Management 29k $1.4M -2% Mar 2021
Btr Capital Management 28k $1.4M 0% Mar 2021
HighTower Advisors 27k $1.3M -13% Mar 2021
Verity Asset Management 27k $1.3M -2% Mar 2021
Wealthstreet Investment Advisors 25k $1.2M 0% Mar 2021
Miracle Mile Advisors 23k $1.1M 8% Mar 2021
Baird Financial 23k $1.1M 25% Mar 2021
Parsec Financial Management 23k $1.1M 7% Mar 2021
Weatherly Asset Management 23k $1.1M 0% Mar 2021
Concentric Wealth Management 23k $1.1M -2% Mar 2021
Private Advisor 22k $1.1M 38% Mar 2021
Spire Wealth Management 21k $1.0M 100% Mar 2021
Roberts Glore & Co 20k $982k -1% Mar 2021
Credit Suisse 19k $941k 7% Mar 2021
Atlantic Trust 19k $934k -3% Mar 2021
Glenmede Trust Company 17k $797k 173% Dec 2020
Howard Capital Management Group 17k $841k 100% Mar 2021
Ledyard National Bank 16k $767k -4% Mar 2021
Magnus Financial Group 15k $747k 100% Mar 2021
First City Capital Management 15k $759k 0% Mar 2021
Us Bancorp 14k $705k 0% Mar 2021
Equitable Trust 14k $689k 147% Mar 2021
Simplex Trading 13k $658.205600 110% Mar 2021
Goldman Sachs Group 13k $657k -4% Mar 2021
Neuberger Berman Group 13k $623k 0% Mar 2021
Elk River Wealth Management 13k $624k 0% Mar 2021
Lake Street Financial 13k $622k 54% Mar 2021
Oppenheimer & Co 12k $610k -17% Mar 2021
D.A. Davidson & Co. 12k $610k 0% Mar 2021
Welch & Forbes 12k $606k 9% Mar 2021
Brouwer & Janachowski 12k $590k 0% Mar 2021
Principal Financial Group 12k $585k -1% Mar 2021
Kovitz Investment Group Partners 12k $581k -6% Mar 2021
Barometer Capital Management 12k $575k -7% Mar 2021
Mechanics Bank Trust Department / The Mechanics Bank 12k $572k 0% Mar 2021
National Asset Management 11k $534k 100% Mar 2021
SeaCrest Wealth Management 11k $533k 100% Mar 2021
Janney Montgomery Scott 10k $510k -10% Mar 2021
Brown Advisory Holdings Incorporated 10k $499k 24% Mar 2021
Wedbush Morgan Securities 10k $494k 68% Mar 2021
Captrust Financial Advisors 10k $492k -6% Mar 2021
Eqis Capital Management 9.9k $489k 100% Mar 2021
Branch Banking & Trust Company 9.4k $464k -23% Mar 2021
Envestnet Asset Management 9.1k $450k 91% Mar 2021
Resources Investment Advisors 9.0k $445k -8% Mar 2021
Moors & Cabot 8.6k $421k -4% Mar 2021
Northwestern Mutual Wealth Management Company 8.1k $399k -3% Mar 2021
LexAurum Advisors 8.0k $394k 6% Mar 2021
Bank of New York Mellon 7.8k $386k -5% Mar 2021
Altfest L J & Co 7.8k $384k 7% Mar 2021
Veritable 7.8k $383k 1% Mar 2021
Franklin Resources 7.7k $382k 0% Mar 2021
Game Plan Financial Advisors 7.7k $383k 0% Mar 2021
Putnam Fl Investment Management 7.7k $380k 0% Mar 2021
Roberta J. Maue 7.5k $369k -2% Mar 2021
Stenahm Asset Managment 7.4k $366k 0% Mar 2021
Central Trust & Investment 7.3k $362k 0% Mar 2021
Stratos Wealth Partners 7.2k $355k 100% Mar 2021
Clarus Wealth Advisors 7.1k $361k 38% Mar 2021
Flagship Harbor Advisors 7.1k $351k -25% Mar 2021
North Star Asset Management 7.0k $346k 0% Mar 2021
Psagot Investment House 7.0k $325k 0% Dec 2020
Lincoln National 6.9k $341k 100% Mar 2021
Rockefeller Capital Management 6.8k $334k 0% Mar 2021
Cambridge Advisors 6.8k $334k -1% Mar 2021
Deutsche Bank Aktiengesellschaft 6.6k $326k 31% Mar 2021
Graves-Light Private Wealth Management 6.5k $321k 0% Mar 2021
Financial Network Investment Corporation 6.5k $319k 4% Mar 2021
Whittier Trust Co. of Nevada 6.4k $314k 0% Mar 2021
Relyea Zuckerberg Hanson 6.3k $328k 100% Mar 2021
Webster Bank, N. A. 6.2k $307k 0% Mar 2021
North Star Investment Management 6.1k $304k 0% Mar 2021
3D/L Capital Management 6.1k $300k 100% Mar 2021
Bank Of Oklahoma National Association / 6.0k $299k -11% Mar 2021
Bsc Private Wealth Management 5.9k $290k -8% Mar 2021
Moloney Securities Asset Management 5.9k $290k 15% Mar 2021
Susquehanna International 5.7k $282k -82% Mar 2021
KCM Investment Advisors 5.6k $279k -11% Mar 2021
Palladium Partners,LLC dba Palladium Registered Investment Advisors 5.6k $275k 0% Mar 2021
Hunter Perkins Capital Management 5.6k $274k -7% Mar 2021
Sandy Spring Bank 5.5k $270k 0% Mar 2021
Raymond James Trust 5.3k $259k 0% Mar 2021
Miller Investment Management 5.2k $258k 100% Mar 2021
Equitable Holdings 5.2k $255k 17% Mar 2021
Crestwood Advisors 5.1k $252k 1% Mar 2021
SOL Capital Management 5.0k $247k 0% Mar 2021
United Capital Financial Advisers 4.9k $244k -46% Mar 2021
Wealthsource Partners 4.8k $223k 100% Dec 2020
Marble Harbor Investment Counsel 4.8k $236k 100% Mar 2021
Venture Visionary Partners 4.6k $228k 7% Mar 2021
FMR 4.6k $227k -2% Mar 2021
Renaissance Investment Group 4.6k $225k -6% Mar 2021
Cetera Investment Advisers 4.5k $225k 5% Mar 2021
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.5k $224k -18% Mar 2021
John G.Ullman & Associates 4.5k $222k 0% Mar 2021
First United Bank & Trust 4.4k $219k 100% Mar 2021
Banco Santander 4.4k $218k 100% Mar 2021
Wunderlich Securities 4.4k $205k 100% Dec 2020
Mml Investors Services 4.3k $212k 100% Mar 2021
WealthBridge Capital Management 4.3k $211k 100% Mar 2021
AE Wealth Management 4.2k $208k -91% Mar 2021
Ferguson Wellman Capital Management 4.2k $207k 100% Mar 2021
J.w. Cole Advisors 4.2k $207k 100% Mar 2021
CWM 3.9k $194k 1% Mar 2021
IFP Advisors 3.8k $186k -3% Mar 2021
Citigroup 3.3k $163k 0% Mar 2021
Wealthcare Advisory Partners 3.1k $151k 100% Mar 2021
Bank Of Montreal 3.1k $154k -15% Mar 2021
AllSquare Wealth Management 2.6k $128k -20% Mar 2021

Who sold out of Invesco Water Resource Port?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 799k $37M
Sawtooth Asset Management Dec 2020 42k $2.0M
Bank Julius Baer & Co. Ltd, Zurich Dec 2020 6.1k $282k
Sigma Planning Dec 2020 5.3k $246k
FSA Wealth Management Dec 2020 3.4k $157k
Ropes Wealth Advisors Dec 2020 3.2k $147k