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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.6M | $105M | 100% | Mar 2026 |
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| Morgan Stanley | 1.3M | $105M | 100% | Mar 2026 |
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| LPL Financial | 836k | $56M | -7% | Mar 2026 |
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| UBS Group | 668k | $45M | 70% | Mar 2026 |
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| Goodman & Company, Investment Counsel | 520k | $37M | 1% | Dec 2025 |
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| Raymond James Financial | 435k | $31M | -3% | Dec 2025 |
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| Perigon Wealth Management | 427k | $29M | 11% | Mar 2026 |
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| Atria Investments | 354k | $24M | 676% | Mar 2026 |
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| Royal Bank of Canada | 335k | $23M | -16% | Mar 2026 |
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| Pnc Financial Services | 295k | $20M | 2% | Mar 2026 |
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| Cetera Investment Advisers | 222k | $15M | -5% | Mar 2026 |
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| Wells Fargo & Company | 205k | $14M | 13% | Mar 2026 |
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| Advisor Group Holdings | 187k | $13M | -20% | Dec 2025 |
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| Personal Resources Investment & Strategic Management | 186k | $13M | 12% | Mar 2026 |
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| Commonwealth Equity Services | 164k | $11M | 117% | Mar 2026 |
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| Polianta | 154k | $10M | 0% | Mar 2026 |
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| William Blair $ Company | 142k | $9.5M | 4% | Mar 2026 |
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| CWM | 140k | $9.9M | 5% | Dec 2025 |
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| Hamilton Wealth | 118k | $8.3M | 2% | Dec 2025 |
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| Thryve Wealth Management | 101k | $6.7M | 4% | Mar 2026 |
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| Sage Capital Management | 97k | $6.5M | -2% | Mar 2026 |
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| WealthSpring Partners | 97k | $6.5M | 1% | Mar 2026 |
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| First National Bank & Trust Co Of Newtown | 95k | $6.3M | -15% | Mar 2026 |
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| Kestra Advisory Services | 85k | $5.7M | 13% | Mar 2026 |
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| Stifel Financial | 74k | $4.9M | -13% | Mar 2026 |
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| D.A. Davidson & Co. | 70k | $4.7M | 63% | Mar 2026 |
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| Conservest Capital Advisors | 68k | $4.6M | -1% | Mar 2026 |
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| Creative Planning | 66k | $4.4M | 0% | Mar 2026 |
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| Bedell Investment Counselling | 62k | $4.1M | 1% | Mar 2026 |
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| Raab & Moskowitz Asset Management | 59k | $4.2M | 0% | Dec 2025 |
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| Ameriprise Financial | 59k | $3.9M | 11% | Mar 2026 |
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| Linscomb & Williams | 58k | $3.9M | 5% | Mar 2026 |
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| HPM Partners | 58k | $3.9M | -2% | Mar 2026 |
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| David R. Rahn Inc. dba Avalon Capital Management | 57k | $4.0M | 1% | Dec 2025 |
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| IFP Advisors | 56k | $3.8M | 34% | Mar 2026 |
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| Commerce Bank N A | 56k | $3.7M | -7% | Mar 2026 |
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| HighTower Advisors | 51k | $3.4M | 5% | Mar 2026 |
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| Tocqueville Asset Management | 51k | $3.4M | -1% | Mar 2026 |
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| Mercer Global Advisors | 50k | $3.3M | -3% | Mar 2026 |
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| Scotia Capital | 49k | $3.3M | 1% | Mar 2026 |
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| Colony | 49k | $3.5M | 35% | Dec 2025 |
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| Jones Financial Companies, L.L | 46k | $3.2M | 22% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 41k | $2.7M | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 40k | $2.7M | -29% | Mar 2026 |
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| Beacon Pointe Advisors | 39k | $2.8M | -2% | Dec 2025 |
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| Envestnet Asset Management | 36k | $2.4M | 17% | Mar 2026 |
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| Dudley & Shanley | 33k | $2.2M | 0% | Mar 2026 |
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| Verity Asset Management | 33k | $2.2M | 11% | Mar 2026 |
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| FMR | 33k | $2.3M | 31% | Dec 2025 |
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| Chicago Partners Investment | 32k | $2.2M | 0% | Mar 2026 |
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| Rockingstone Advisors | 31k | $2.1M | -4% | Mar 2026 |
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| O'rourke & Company | 30k | $2.1M | 8% | Dec 2025 |
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| Rockefeller Capital Management | 30k | $2.0M | 5% | Mar 2026 |
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| Private Advisor | 28k | $1.9M | 1% | Mar 2026 |
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| Parsons Capital Management | 27k | $1.8M | 0% | Mar 2026 |
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| Curbstone Financial Management | 27k | $1.8M | 0% | Mar 2026 |
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| Hilltop Holdings | 26k | $1.8M | 0% | Dec 2025 |
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| J.w. Cole Advisors | 26k | $1.7M | -2% | Mar 2026 |
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| Silverlake Wealth Management | 26k | $1.7M | -8% | Mar 2026 |
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| Bravias Capital Group | 25k | $1.7M | 10% | Mar 2026 |
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| Trust | 25k | $1.7M | 0% | Mar 2026 |
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| Janney Montgomery Scott | 25k | $1.7M | -7% | Mar 2026 |
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| Atlantic Trust | 24k | $1.7M | -4% | Dec 2025 |
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| Steward Partners Investment Advisory | 24k | $1.6M | -4% | Mar 2026 |
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| Guardian Capital | 23k | $1.6M | 2% | Mar 2026 |
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| Captrust Financial Advisors | 23k | $1.6M | 0% | Dec 2025 |
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| PFG Investments | 20k | $1.4M | 2% | Mar 2026 |
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| Bond & Devick Financial Network | 20k | $1.4M | 0% | Mar 2026 |
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| Edmond De Rothschild Holding | 20k | $1.3M | 0% | Mar 2026 |
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| Capital Analysts | 19k | $1.3M | 1% | Mar 2026 |
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| Prime Capital Investment Advisors | 19k | $1.3M | -28% | Mar 2026 |
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| Susquehanna International | 19k | $1.4M | 238% | Dec 2025 |
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| CI Private Wealth | 19k | $1.3M | -12% | Mar 2026 |
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| Weatherly Asset Management | 19k | $1.3M | 0% | Mar 2026 |
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| BlackRock | 19k | $1.3M | 1660% | Mar 2026 |
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| Mml Investors Services | 19k | $1.2M | -24% | Mar 2026 |
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| Oppenheimer & Co | 19k | $1.2M | 1% | Mar 2026 |
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| CIBC Bancorp USA | 18k | $1.2M | 100% | Mar 2026 |
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| Summit Financial | 18k | $1.2M | -1% | Mar 2026 |
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| Miracle Mile Advisors | 18k | $1.2M | 0% | Mar 2026 |
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| Glenmede Trust Company | 17k | $1.2M | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 17k | $1.1M | -5% | Mar 2026 |
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| Goss Wealth Management | 17k | $44k | -20% | Mar 2026 |
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| Secure Asset Management | 17k | $1.1M | 22% | Mar 2026 |
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| SeaCrest Wealth Management | 17k | $1.1M | -19% | Mar 2026 |
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| American Institute for Advanced Investment Management | 16k | $1.1M | -3% | Mar 2026 |
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| Fox Hill Wealth Management | 16k | $1.1M | -1% | Mar 2026 |
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| Retirement Income Solutions | 16k | $1.1M | 0% | Mar 2026 |
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| Roberts Glore & Co | 16k | $1.1M | -2% | Mar 2026 |
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| Dynamic Advisors Solutions | 16k | $1.1M | 5% | Mar 2026 |
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| Gouws Capital | 16k | $1.1M | 0% | Mar 2026 |
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| Spire Wealth Management | 15k | $1.0M | 0% | Mar 2026 |
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| Glen Eagle Advisors | 15k | $1.0M | -5% | Mar 2026 |
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| Mustico Financial Group | 15k | $1.1M | 17% | Dec 2025 |
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| Mesirow Financial Investment Management International Equity | 15k | $1.0M | 119% | Mar 2026 |
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| Mariner Wealth Advisors | 15k | $975k | -5% | Mar 2026 |
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| Wealthcare Advisory Partners | 14k | $945k | 35% | Mar 2026 |
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| FSM Wealth Advisors | 14k | $938k | 18% | Mar 2026 |
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| Equitable Trust | 14k | $932k | 0% | Mar 2026 |
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| Arkadios Wealth Advisors | 14k | $929k | 3% | Mar 2026 |
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| Fifth Third Bancorp | 14k | $921k | 376% | Mar 2026 |
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| Resources Investment Advisors | 14k | $908k | -12% | Mar 2026 |
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| Cresset Asset Management | 14k | $907k | -9% | Mar 2026 |
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| Equitable Holdings | 14k | $906k | 310% | Mar 2026 |
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| Integrated Wealth Concepts | 14k | $905k | 12% | Mar 2026 |
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| Van Eck Associates Corp. | 14k | $949k | -53% | Dec 2025 |
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| Branch Banking & Trust Company | 13k | $889k | -5% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 13k | $898k | 126% | Mar 2026 |
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| Advisory Services Network | 13k | $922k | 15% | Dec 2025 |
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| MAI Wealth Advisors | 13k | $872k | -1% | Mar 2026 |
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| Baird Financial | 13k | $894k | -6% | Dec 2025 |
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| Elk River Wealth Management | 13k | $844k | 0% | Mar 2026 |
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| LexAurum Advisors | 12k | $829k | -2% | Mar 2026 |
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| Brian McDonald | 12k | $867k | -26% | Dec 2025 |
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| Snowden Capital Advisors | 12k | $862k | 2% | Dec 2025 |
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| National Bank Of Canada /fi/ | 12k | $851k | -3% | Dec 2025 |
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| Altfest L J & Co | 12k | $801k | -5% | Mar 2026 |
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| Apollon Wealth Management | 12k | $796k | -15% | Mar 2026 |
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| OVERSEA-CHINESE BANKING Corp | 12k | $776k | 1% | Mar 2026 |
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| Us Bancorp | 12k | $808k | -2% | Dec 2025 |
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| NTV Asset Management | 11k | $763k | 1% | Mar 2026 |
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| First City Capital Management | 11k | $758k | 0% | Mar 2026 |
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| NewEdge Wealth | 11k | $745k | 0% | Mar 2026 |
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| Hm Payson & Co | 11k | $729k | -6% | Mar 2026 |
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| Ausdal Financial Partners | 11k | $725k | 54% | Mar 2026 |
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| Golden State Equity Partners | 10k | $694k | 20% | Mar 2026 |
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| Neuberger Berman Group | 10k | $729k | 0% | Dec 2025 |
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| Stamos Capital Partners | 9.9k | $659k | 8% | Mar 2026 |
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| Crestwood Advisors | 9.7k | $651k | 0% | Mar 2026 |
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| Retirement Planning Co of New England | 9.4k | $629k | 0% | Mar 2026 |
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| Rsm Us Wealth Management | 9.3k | $624k | -7% | Mar 2026 |
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| Welch & Forbes | 9.1k | $608k | -12% | Mar 2026 |
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| Lynx Investment Advisory | 9.1k | $608k | 0% | Mar 2026 |
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| North Star Asset Management | 9.0k | $598k | 0% | Mar 2026 |
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| International Assets Investment Management | 8.9k | $605k | -1% | Mar 2026 |
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| IHT Wealth Management | 8.7k | $614k | -2% | Dec 2025 |
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| Flagship Harbor Advisors | 8.5k | $570k | 0% | Mar 2026 |
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| Nations Financial Group | 8.3k | $555k | -2% | Mar 2026 |
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| Trask Adam Roland | 8.0k | $535k | 100% | Mar 2026 |
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| Pacific Sun Financial Corp | 8.0k | $533k | 3% | Mar 2026 |
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| Mosaic Financial Group | 8.0k | $532k | 0% | Mar 2026 |
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| Gerber | 7.8k | $524k | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 7.8k | $552k | 36% | Dec 2025 |
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| Wealthspan Partners | 7.7k | $513k | 0% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 7.7k | $512k | 100% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 7.6k | $508k | -27% | Mar 2026 |
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| McGinn Investment Management | 7.4k | $495k | -3% | Mar 2026 |
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| Stenahm Asset Managment | 7.4k | $495k | 0% | Mar 2026 |
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| LPWM | 7.4k | $494k | 25% | Mar 2026 |
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| Independent Advisor Alliance | 7.3k | $490k | 100% | Mar 2026 |
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| Howard Capital Management Group | 7.2k | $481k | -8% | Mar 2026 |
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| SS&H Financial Advisors | 7.2k | $507k | 0% | Dec 2025 |
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| EJMK Ventures | 6.3k | $419k | -20% | Mar 2026 |
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| Independent Financial Group | 6.0k | $403k | -47% | Mar 2026 |
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| First Western Trust Bank | 5.0k | $337k | -30% | Mar 2026 |
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| CIBC World Markets | 3.7k | $247k | -89% | Mar 2026 |
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| Sovran Advisors | 3.4k | $231k | -87% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 2.0k | $131k | -86% | Mar 2026 |
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Who sold out of Invesco Water Resource Port?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY | Dec 2025 | 198k | $40M |
| Strive Asset Management | Sep 2025 | 92k | $6.6M |
| Jpmorgan Chase & Co | Sep 2025 | 32k | $2.3M |
| Wealth Enhancement Advisory Services | Dec 2025 | 27k | $1.9M |
| Axxcess Wealth Management | Dec 2025 | 26k | $1.8M |
| Murphy, Middleton, Hinkle & Parker | Dec 2025 | 9.5k | $6.5M |
| Td Private Client Wealth | Dec 2025 | 9.4k | $665k |