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 | $106M | -3% | Jun 2024 |
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| Morgan Stanley | 1.2M | $77M | -4% | Jun 2024 |
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| UBS Group | 833k | $56M | 0% | Mar 2024 |
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| LPL Financial | 669k | $43M | 18% | Jun 2024 |
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| Goodman & Company, Investment Counsel | 505k | $33M | -4% | Jun 2024 |
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| HighTower Advisors | 405k | $26M | 3% | Jun 2024 |
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| Commonwealth Equity Services | 403k | $26M | 1% | Jun 2024 |
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| Royal Bank of Canada | 363k | $24M | 0% | Jun 2024 |
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| Pnc Financial Services | 293k | $19M | 7% | Jun 2024 |
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| Advisor Group Holdings | 269k | $18M | 33% | Mar 2024 |
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| Cetera Investment Advisers | 234k | $15M | 1% | Jun 2024 |
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| Polianta | 222k | $14M | 0% | Jun 2024 |
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| Wells Fargo & Company | 221k | $14M | -4% | Jun 2024 |
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| Raymond James Financial Services Advisors | 161k | $10M | 65% | Jun 2024 |
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| Personal Resources Investment & Strategic Management | 150k | $9.7M | 1505% | Jun 2024 |
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| Hamilton Wealth | 139k | $9.0M | 3% | Jun 2024 |
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| First National Bank & Trust Co Of Newtown | 134k | $8.7M | -3% | Jun 2024 |
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| William Blair $ Company | 124k | $8.1M | -10% | Jun 2024 |
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| Sage Capital Management | 118k | $7.6M | 0% | Jun 2024 |
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| Raymond James & Associates | 117k | $7.6M | 30% | Jun 2024 |
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| CWM | 115k | $7.5M | -2% | Jun 2024 |
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| Stifel Financial | 101k | $6.6M | 0% | Jun 2024 |
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| Money Design | 93k | $6.0M | -23% | Jun 2024 |
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| Commerce Bank N A | 88k | $5.7M | 0% | Jun 2024 |
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| Ameriprise Financial | 86k | $5.8M | 100% | Mar 2024 |
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| Kestra Advisory Services | 79k | $5.1M | 1% | Jun 2024 |
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| Cambridge Investment Research Advisors | 74k | $4.8M | 17% | Jun 2024 |
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| Conservest Capital Advisors | 73k | $4.9M | 0% | Jun 2024 |
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| Bedell Investment Counselling | 66k | $4.3M | -2% | Jun 2024 |
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| Linscomb & Williams | 62k | $4.0M | 0% | Jun 2024 |
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| Raab & Moskowitz Asset Management | 60k | $3.9M | 0% | Jun 2024 |
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| Tocqueville Asset Management | 59k | $3.8M | -2% | Jun 2024 |
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| David R. Rahn Inc. dba Avalon Capital Management | 59k | $3.8M | 0% | Jun 2024 |
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| Creative Planning | 58k | $3.8M | 2% | Jun 2024 |
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| Envestnet Asset Management | 57k | $3.7M | 1% | Jun 2024 |
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| HPM Partners | 56k | $3.6M | -1% | Jun 2024 |
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| Scotia Capital | 50k | $3.3M | 1% | Mar 2024 |
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| Branch Banking & Trust Company | 50k | $3.3M | 0% | Jun 2024 |
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| Mercer Global Advisors | 49k | $3.1M | 1% | Jun 2024 |
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| Beacon Pointe Advisors | 48k | $3.1M | -3% | Jun 2024 |
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| Rockingstone Advisors | 45k | $2.9M | 0% | Jun 2024 |
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| MONECO Advisors | 41k | $2.6M | -3% | Jun 2024 |
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| Citadel Advisors | 41k | $2.6M | 28% | Jun 2024 |
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| Susquehanna International | 36k | $2.4M | 26% | Jun 2024 |
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| Jpmorgan Chase & Co | 35k | $2.3M | -14% | Jun 2024 |
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| Atria Wealth Solutions | 35k | $2.3M | -16% | Jun 2024 |
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| Verity Asset Management | 34k | $2.2M | 7% | Jun 2024 |
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| Private Advisor | 33k | $2.2M | 1% | Jun 2024 |
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| Parsons Capital Management | 33k | $2.1M | 0% | Jun 2024 |
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| Dudley & Shanley | 33k | $2.1M | 0% | Jun 2024 |
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| Chicago Partners Investment | 32k | $2.2M | 0% | Jun 2024 |
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| HoyleCohen | 32k | $2.1M | 0% | Jun 2024 |
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| Mariner Wealth Advisors | 31k | $2.0M | -26% | Jun 2024 |
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| Hilltop Holdings | 30k | $1.9M | 0% | Jun 2024 |
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| O'rourke & Company | 29k | $1.9M | 2% | Jun 2024 |
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| Janney Montgomery Scott | 29k | $1.9M | 17% | Jun 2024 |
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| Atlantic Trust | 28k | $1.8M | 4% | Jun 2024 |
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| Strategic Financial Concepts | 28k | $1.8M | 100% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 27k | $1.8M | 2% | Jun 2024 |
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| Curbstone Financial Management | 27k | $1.7M | 0% | Jun 2024 |
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| Silverlake Wealth Management | 27k | $1.7M | 100% | Jun 2024 |
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| SeaCrest Wealth Management | 26k | $1.7M | -1% | Jun 2024 |
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| Brian McDonald | 24k | $1.6M | 5% | Jun 2024 |
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| Nilsine Partners | 24k | $1.6M | 2% | Jun 2024 |
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| Steward Partners Investment Advisory | 23k | $1.5M | -3% | Jun 2024 |
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| Captrust Financial Advisors | 22k | $1.4M | -1% | Jun 2024 |
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| Glen Eagle Advisors | 22k | $1.4M | -4% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 22k | $1.4M | -8% | Jun 2024 |
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| CI Private Wealth | 21k | $1.4M | 0% | Jun 2024 |
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| Private Wealth Advisors | 21k | $1.3M | 1% | Jun 2024 |
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| Capital Analysts | 21k | $1.4M | -3% | Mar 2024 |
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| Weatherly Asset Management | 20k | $1.3M | 0% | Jun 2024 |
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| Tactive Advisors | 20k | $1.3M | -49% | Mar 2024 |
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| Glenmede Trust Company | 20k | $1.3M | 100% | Mar 2024 |
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| Rockefeller Capital Management | 19k | $1.3M | 40% | Jun 2024 |
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| PFG Investments | 19k | $1.2M | -7% | Jun 2024 |
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| Roberts Glore & Co | 18k | $1.2M | 0% | Jun 2024 |
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| OVERSEA-CHINESE BANKING Corp | 17k | $1.1M | -12% | Jun 2024 |
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| American Institute for Advanced Investment Management | 17k | $1.1M | 2% | Jun 2024 |
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| Retirement Income Solutions | 17k | $1.1M | -15% | Jun 2024 |
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| Goss Wealth Management | 17k | $1.1M | 3% | Jun 2024 |
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| Miracle Mile Advisors | 17k | $1.1M | -2% | Jun 2024 |
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| Spire Wealth Management | 16k | $1.0M | -3% | Jun 2024 |
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| Gouws Capital | 16k | $1.0M | 0% | Jun 2024 |
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| Ledyard National Bank | 16k | $1.0M | -7% | Jun 2024 |
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| D.A. Davidson & Co. | 16k | $1.0M | -38% | Jun 2024 |
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| Resources Investment Advisors | 16k | $1.0M | 14% | Jun 2024 |
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| Bond & Devick Financial Network | 16k | $1.0M | 13% | Jun 2024 |
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| NewEdge Wealth | 16k | $1.0M | 0% | Jun 2024 |
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| Equitable Trust | 15k | $978k | 0% | Jun 2024 |
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| Apollon Wealth Management | 15k | $963k | -13% | Jun 2024 |
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| Baird Financial | 15k | $986k | -38% | Mar 2024 |
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| LexAurum Advisors | 15k | $948k | -2% | Jun 2024 |
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| Mml Investors Services | 14k | $938k | 2% | Jun 2024 |
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| FMR | 14k | $949k | 100% | Mar 2024 |
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| Eqis Capital Management | 14k | $904k | 6% | Jun 2024 |
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| Financial Services Advisory | 14k | $882k | 100% | Jun 2024 |
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| National Asset Management | 13k | $863k | -46% | Jun 2024 |
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| Snowden Capital Advisors | 13k | $862k | 1% | Jun 2024 |
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| NTV Asset Management | 13k | $847k | 16% | Jun 2024 |
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| Neuberger Berman Group | 13k | $842k | -2% | Jun 2024 |
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| Oppenheimer & Co | 13k | $844k | 100% | Mar 2024 |
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| Elk River Wealth Management | 13k | $820k | 0% | Jun 2024 |
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| Van Eck Associates Corp. | 13k | $809k | 100% | Jun 2024 |
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| Welch & Forbes | 12k | $780k | 0% | Jun 2024 |
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| Integrated Wealth Concepts | 12k | $790k | 19% | Jun 2024 |
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| National Bank Of Canada /fi/ | 12k | $769k | 0% | Jun 2024 |
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| Altfest L J & Co | 12k | $778k | 0% | Jun 2024 |
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| Mosaic Financial Group | 12k | $775k | 51% | Jun 2024 |
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| Hm Payson & Co | 12k | $773k | 0% | Jun 2024 |
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| J.w. Cole Advisors | 12k | $770k | -1% | Jun 2024 |
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| First City Capital Management | 12k | $768k | -1% | Jun 2024 |
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| Merit Financial Group | 12k | $781k | 100% | Mar 2024 |
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| Foundations Investment Advisors | 12k | $754k | -6% | Jun 2024 |
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| Point72 Europe | 11k | $734k | 100% | Jun 2024 |
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| Concentric Wealth Management | 11k | $750k | -3% | Mar 2024 |
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| Christopher Weil & Company | 11k | $722k | 100% | Jun 2024 |
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| Wealthcare Advisory Partners | 11k | $720k | -16% | Jun 2024 |
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| Cresset Asset Management | 11k | $737k | 34% | Mar 2024 |
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| Howard Capital Management Group | 11k | $702k | -5% | Jun 2024 |
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| Brown Advisory Holdings Incorporated | 11k | $681k | -2% | Jun 2024 |
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| Kovitz Investment Group Partners | 10k | $678k | -8% | Jun 2024 |
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| Federation des caisses Desjardins du Quebec | 10k | $662k | 0% | Jun 2024 |
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| Ancora Advisors | 10k | $654k | 0% | Jun 2024 |
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| Retirement Planning Co of New England | 10k | $650k | 0% | Jun 2024 |
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| Wealthspan Partners | 10k | $647k | 4% | Jun 2024 |
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| Rsm Us Wealth Management | 9.6k | $615k | 100% | Jun 2024 |
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| Us Bancorp | 9.4k | $611k | 0% | Jun 2024 |
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| International Assets Investment Management | 9.2k | $596k | -4% | Jun 2024 |
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| Relyea Zuckerberg Hanson | 9.1k | $588k | 0% | Jun 2024 |
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| Pathstone Holdings | 8.6k | $561k | 0% | Jun 2024 |
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| Crestwood Advisors | 8.6k | $558k | 1% | Jun 2024 |
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| Clarus Wealth Advisors | 8.4k | $543k | -7% | Jun 2024 |
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| Flagship Harbor Advisors | 8.2k | $547k | -2% | Mar 2024 |
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| Osborne Partners Capital Management | 8.1k | $526k | -20% | Jun 2024 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 8.1k | $525k | -8% | Jun 2024 |
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| Gerber | 8.0k | $521k | -5% | Jun 2024 |
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| Franklin Resources | 7.8k | $507k | 1% | Jun 2024 |
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| IHT Wealth Management | 7.8k | $516k | 1% | Mar 2024 |
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| Goldman Sachs Group | 7.5k | $489k | 100% | Jun 2024 |
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| Prudential Financial | 7.5k | $501k | -24% | Mar 2024 |
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| Dynamic Advisors Solutions | 7.5k | $488k | 3% | Jun 2024 |
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| Warren Averett Asset Management | 7.5k | $498k | 100% | Mar 2024 |
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| Ferguson Wellman Capital Management | 7.3k | $472k | 0% | Jun 2024 |
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| Howe and Rusling | 7.3k | $484k | -1% | Mar 2024 |
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| SS&H Financial Advisors | 7.2k | $467k | 0% | Jun 2024 |
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| Mesirow Financial Investment Management International Equity | 7.1k | $461k | 0% | Jun 2024 |
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| Hennion & Walsh Asset Management | 7.1k | $458k | -1% | Jun 2024 |
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| North Star Asset Management | 7.0k | $454k | 0% | Jun 2024 |
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| Bessemer | 6.9k | $447k | 0% | Jun 2024 |
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| Stratos Wealth Partners | 6.6k | $430k | -25% | Jun 2024 |
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| Eaton Financial Holdings Company | 4.7k | $311k | -93% | Mar 2024 |
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| Cutler | 3.1k | $0 | -72% | Mar 2024 |
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| Spence Asset Management | 1.6k | $1.4k | -92% | Jun 2024 |
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| Bogart Wealth | 504.00 | $33k | -99% | Jun 2024 |
|
Who sold out of Invesco Water Resource Port?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| EWG Elevate | Mar 2024 | 63k | $4.2M |
| Jane Street | Mar 2024 | 17k | $1.1M |
| Qube Research & Technologies | Mar 2024 | 15k | $991k |
| Axxcess Wealth Management | Mar 2024 | 13k | $851k |
| Retirement Capital Strategies | Dec 2023 | 11k | $677k |
| SageView Advisory Group | Mar 2024 | 8.9k | $537k |