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 | ||
|---|---|---|---|---|---|---|
| Bank of America Corporation | 1.7M | $88M | -2% | Dec 2022 | ||
| Morgan Stanley | 1.1M | $58M | 8% | Dec 2022 | ||
| UBS Group | 792k | $41M | -7% | Dec 2022 | ||
| Goodman & Company, Investment Counsel | 587k | $30M | -5% | Dec 2022 | ||
| LPL Financial | 487k | $25M | 4% | Dec 2022 | ||
| Commonwealth Equity Services | 388k | $20M | -27% | Dec 2022 | ||
| Pnc Financial Services | 276k | $14M | 0% | Dec 2022 | ||
| Royal Bank of Canada | 251k | $13M | 27% | Dec 2022 | ||
| CWM | 242k | $13M | -6% | Dec 2022 | ||
| Polianta | 222k | $11M | 0% | Dec 2022 | ||
| Advisor Group Holdings | 209k | $11M | -1% | Dec 2022 | ||
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of Invesco Water Resource Port? |
||||||
| Susquehanna International | 200k | $10M | 104% | Dec 2022 | ||
| WealthSpring Partners | 181k | $9.3M | 0% | Dec 2022 | ||
| First National Bank & Trust Co Of Newtown | 155k | $8.0M | 0% | Dec 2022 | ||
| Wells Fargo & Company | 147k | $7.6M | -4% | Dec 2022 | ||
| Financial Network Investment Corporation | 140k | $7.2M | 1% | Dec 2022 | ||
| William Blair $ Company | 131k | $6.8M | -1% | Dec 2022 | ||
| Raymond James Financial Services Advisors | 130k | $6.7M | -2% | Dec 2022 | ||
| Commerce Bank N A | 128k | $6.6M | -18% | Dec 2022 | ||
| Ameriprise Financial | 97k | $5.3M | 62% | Dec 2022 | ||
| Stifel Financial | 95k | $4.9M | -27% | Dec 2022 | ||
| Kestra Advisory Services | 83k | $4.3M | 167% | Dec 2022 | ||
| Conservest Capital Advisors | 76k | $3.9M | 1% | Dec 2022 | ||
| Envestnet Asset Management | 72k | $3.7M | 0% | Dec 2022 | ||
| Private Advisor | 69k | $3.6k | -7% | Dec 2022 | ||
| Bedell Investment Counselling | 69k | $3.5M | 3% | Dec 2022 | ||
| Linscomb & Williams | 68k | $3.5M | 6% | Dec 2022 | ||
| Theory Financial | 67k | $3.5M | 70% | Dec 2022 | ||
| First Republic Investment Management | 67k | $3.4M | -1% | Dec 2022 | ||
| Creative Planning | 66k | $3.4M | 1% | Dec 2022 | ||
| Raab & Moskowitz Asset Management | 62k | $3.2M | 0% | Dec 2022 | ||
| Cambridge Investment Research Advisors | 61k | $3.1M | -2% | Dec 2022 | ||
| Hamilton Wealth | 60k | $3.1M | 2% | Dec 2022 | ||
| HPM Partners | 59k | $3.0M | 781% | Dec 2022 | ||
| Tocqueville Asset Management | 58k | $3.0M | -2% | Dec 2022 | ||
| Scotia Capital | 54k | $2.8M | -5% | Dec 2022 | ||
| HoyleCohen | 54k | $2.8M | 3% | Dec 2022 | ||
| Capital Analysts | 51k | $2.6M | -51% | Dec 2022 | ||
| Raymond James & Associates | 49k | $2.5M | 5% | Dec 2022 | ||
| Mercer Global Advisors | 48k | $2.5M | -1% | Dec 2022 | ||
| Mariner Wealth Advisors | 44k | $2.3M | -1% | Dec 2022 | ||
| HighTower Advisors | 44k | $2.2M | 27% | Dec 2022 | ||
| Janney Montgomery Scott | 42k | $2.2M | -8% | Dec 2022 | ||
| Citadel Advisors | 41k | $2.1M | -42% | Dec 2022 | ||
| Claudia M.p. Batlle, Crp | 40k | $2.1M | -1% | Dec 2022 | ||
| Covington Capital Management | 39k | $1.8M | 0% | Sep 2022 | ||
| Atria Wealth Solutions | 38k | $2.0M | -4% | Dec 2022 | ||
| Steward Partners Investment Advisory | 37k | $1.9M | -1% | Dec 2022 | ||
| Goss Wealth Management | 36k | $1.8M | 432% | Dec 2022 | ||
| Parsons Capital Management | 34k | $1.8M | 19% | Dec 2022 | ||
| Bard Financial Services | 34k | $1.7M | 0% | Dec 2022 | ||
| Miracle Mile Advisors | 33k | $1.7M | 2% | Dec 2022 | ||
| Chicago Partners Investment | 32k | $1.7M | 0% | Dec 2022 | ||
| Bogart Wealth | 32k | $1.6M | 4% | Dec 2022 | ||
| Belpointe Asset Management | 31k | $1.6M | 9% | Dec 2022 | ||
| Beacon Pointe Advisors | 31k | $1.6M | 100% | Dec 2022 | ||
| Verity Asset Management | 30k | $1.6M | 0% | Dec 2022 | ||
| Hilltop Holdings | 30k | $1.5M | -14% | Dec 2022 | ||
| SeaCrest Wealth Management | 30k | $1.5M | 1% | Dec 2022 | ||
| Chevy Chase Trust Holdings | 29k | $1.5M | 100% | Dec 2022 | ||
| Baird Financial | 29k | $1.5M | -1% | Dec 2022 | ||
| Curbstone Financial Management | 27k | $1.4M | 0% | Dec 2022 | ||
| Cetera Investment Advisers | 27k | $1.4M | -4% | Dec 2022 | ||
| Glenmede Trust Company | 26k | $1.3M | 0% | Dec 2022 | ||
| Northwestern Mutual Wealth Management Company | 25k | $1.3M | -4% | Dec 2022 | ||
| O'rourke & Company | 25k | $1.3M | 5% | Dec 2022 | ||
| Ledyard National Bank | 25k | $1.3M | -5% | Dec 2022 | ||
| Private Wealth Advisors | 24k | $1.2M | 1% | Dec 2022 | ||
| J.w. Cole Advisors | 21k | $1.1M | 0% | Dec 2022 | ||
| Btr Capital Management | 21k | $955k | -2% | Sep 2022 | ||
| Weatherly Asset Management | 21k | $1.1M | -5% | Dec 2022 | ||
| Vestmark Advisory Solutions | 20k | $1.0M | -15% | Dec 2022 | ||
| Atlantic Trust | 20k | $1.0M | 0% | Dec 2022 | ||
| Captrust Financial Advisors | 19k | $965k | 59% | Dec 2022 | ||
| HBK Investments | 18k | $948k | 100% | Dec 2022 | ||
| Roberts Glore & Co | 18k | $948k | 0% | Dec 2022 | ||
| Osborne Partners Capital Management | 18k | $942k | -1% | Dec 2022 | ||
| Neuberger Berman Group | 17k | $859k | -2% | Dec 2022 | ||
| Gouws Capital | 16k | $825k | 0% | Dec 2022 | ||
| Prudential Financial | 15k | $796k | -2% | Dec 2022 | ||
| D.A. Davidson & Co. | 15k | $789k | -12% | Dec 2022 | ||
| Concentric Wealth Management | 15k | $788k | -3% | Dec 2022 | ||
| American Institute for Advanced Investment Management | 15k | $786k | 2% | Dec 2022 | ||
| Spire Wealth Management | 15k | $756k | 0% | Dec 2022 | ||
| Equitable Trust | 14k | $733k | 0% | Dec 2022 | ||
| Us Bancorp | 14k | $721k | 4% | Dec 2022 | ||
| Howard Capital Management Group | 14k | $703k | -9% | Dec 2022 | ||
| Oppenheimer & Co | 13k | $685k | 0% | Dec 2022 | ||
| Welch & Forbes | 13k | $670k | 0% | Dec 2022 | ||
| First City Capital Management | 13k | $653k | 0% | Dec 2022 | ||
| Elk River Wealth Management | 13k | $651k | 0% | Dec 2022 | ||
| Resources Investment Advisors | 13k | $648k | 27% | Dec 2022 | ||
| Valley National Advisers | 12k | $666k | -5% | Dec 2022 | ||
| Altfest L J & Co | 12k | $618k | 3% | Dec 2022 | ||
| Columbus Macro | 12k | $596k | -4% | Dec 2022 | ||
| Brown Advisory Holdings Incorporated | 12k | $592k | 11% | Dec 2022 | ||
| Banco Santander | 11k | $588k | -19% | Dec 2022 | ||
| Mechanics Bank Trust Department / The Mechanics Bank | 11k | $576k | -3% | Dec 2022 | ||
| Retirement Planning Co of New England | 11k | $573k | -2% | Dec 2022 | ||
| Prudential | 11k | $573k | -11% | Dec 2022 | ||
| National Bank Of Canada /fi/ | 10k | $533k | -2% | Dec 2022 | ||
| Apollon Wealth Management | 10k | $529k | -10% | Dec 2022 | ||
| Eqis Capital Management | 10k | $524k | -12% | Dec 2022 | ||
| Clarus Wealth Advisors | 10k | $538k | 13% | Dec 2022 | ||
| Americana Partners | 10k | $515k | 0% | Dec 2022 | ||
| Tower Research Capital | 9.9k | $0 | 16% | Dec 2022 | ||
| Wealthspan Partners | 9.9k | $510k | 1% | Dec 2022 | ||
| Bond & Devick Financial Network | 9.2k | $477k | 100% | Dec 2022 | ||
| United Capital Financial Advisers | 9.1k | $470k | 10% | Dec 2022 | ||
| Relyea Zuckerberg Hanson | 9.1k | $467k | 0% | Dec 2022 | ||
| Barometer Capital Management | 9.0k | $464k | 48% | Dec 2022 | ||
| Deutsche Bank Aktiengesellschaft | 9.0k | $463k | 0% | Dec 2022 | ||
| Kovitz Investment Group Partners | 8.8k | $451k | 5% | Dec 2022 | ||
| Eaton Vance Management | 8.6k | $396k | 10% | Sep 2022 | ||
| FMR | 8.5k | $441k | 45% | Dec 2022 | ||
| Goldman Sachs Group | 8.3k | $430k | 51% | Dec 2022 | ||
| Stratos Wealth Partners | 8.3k | $429k | 4% | Dec 2022 | ||
| Strategic Financial | 8.3k | $428k | -3% | Dec 2022 | ||
| LexAurum Advisors | 8.3k | $428k | -1% | Dec 2022 | ||
| Ferguson Wellman Capital Management | 8.2k | $420k | 6% | Dec 2022 | ||
| Branch Banking & Trust Company | 8.1k | $416k | 5% | Dec 2022 | ||
| Multi-Financial Securities | 8.0k | $414k | 56% | Dec 2022 | ||
| Wealthcare Advisory Partners | 8.0k | $411k | 38% | Dec 2022 | ||
| Franklin Resources | 7.7k | $399k | 0% | Dec 2022 | ||
| Central Trust & Investment | 7.7k | $398k | 0% | Dec 2022 | ||
| Davenport & Co | 7.6k | $391k | 0% | Dec 2022 | ||
| Parsec Financial Management | 7.6k | $390k | -19% | Dec 2022 | ||
| IHT Wealth Management | 7.5k | $389k | -13% | Dec 2022 | ||
| Snowden Capital Advisors | 7.5k | $386k | 1% | Dec 2022 | ||
| Pacific Sun Financial Corp | 7.3k | $374k | -20% | Dec 2022 | ||
| Wedbush Morgan Securities | 7.2k | $372k | -50% | Dec 2022 | ||
| SS&H Financial Advisors | 7.2k | $371k | 0% | Dec 2022 | ||
| Rockefeller Capital Management | 7.2k | $366k | 2% | Dec 2022 | ||
| Mml Investors Services | 7.2k | $369k | 29% | Dec 2022 | ||
| NTV Asset Management | 7.1k | $363k | 0% | Dec 2022 | ||
| North Star Asset Management | 7.0k | $361k | 0% | Dec 2022 | ||
| Verus Capital Partners | 7.0k | $359k | -9% | Dec 2022 | ||
| Flagship Harbor Advisors | 6.9k | $357k | 0% | Dec 2022 | ||
| Banco BTG Pactual | 6.9k | $356k | -34% | Dec 2022 | ||
| Crestwood Advisors | 6.9k | $356k | -1% | Dec 2022 | ||
| Integrated Wealth Concepts | 6.9k | $353k | 4% | Dec 2022 | ||
| Moloney Securities Asset Management | 6.9k | $353k | 0% | Dec 2022 | ||
| Northern Trust | 6.7k | $343k | 23% | Dec 2022 | ||
| Johnson Investment Counsel | 6.6k | $338k | -7% | Dec 2022 | ||
| Thrivent Financial for Lutherans | 6.5k | $334k | 11% | Dec 2022 | ||
| Sandy Spring Bank | 6.5k | $334k | 0% | Dec 2022 | ||
| Bank Of Montreal | 6.5k | $336k | -3% | Dec 2022 | ||
| Moors & Cabot | 6.4k | $329k | -10% | Dec 2022 | ||
| Whittier Trust Co. of Nevada | 6.4k | $327k | 0% | Dec 2022 | ||
| Graves-Light Private Wealth Management | 6.3k | $327k | 0% | Dec 2022 | ||
| Putnam Fl Investment Management | 6.2k | $319k | -3% | Dec 2022 | ||
| AE Wealth Management | 6.0k | $312k | -19% | Dec 2022 | ||
| Autumn Glory Partners | 4.4k | $228k | -60% | Dec 2022 | ||
| Millennium Management | 3.9k | $201k | -92% | Dec 2022 | ||
Who sold out of Invesco Water Resource Port?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TAP Consulting | Sep 2022 | 21k | $957k |
| Financial Counselors | Sep 2022 | 12k | $527k |
| Qp Wealth Management | Sep 2022 | 9.8k | $454k |
| Western Wealth Management | Sep 2022 | 6.7k | $306k |