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 Actions
Bank of America Corporation 1.7M $112M 1% Mar 2024
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Morgan Stanley 1.2M $128M 0% Mar 2024
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UBS Group 833k $56M 0% Mar 2024
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LPL Financial 567k $38M -10% Mar 2024
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Commonwealth Equity Services 397k $26M -3% Mar 2024
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HighTower Advisors 393k $26M -10% Mar 2024
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Royal Bank of Canada 363k $24M 6% Mar 2024
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Pnc Financial Services 274k $18M 1% Mar 2024
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Advisor Group Holdings 269k $18M 33% Mar 2024
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Cetera Investment Advisers 232k $16M 1099% Mar 2024
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Wells Fargo & Company 231k $15M 1% Mar 2024
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Polianta 222k $15M 0% Mar 2024
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First National Bank & Trust Co Of Newtown 138k $9.2M -3% Mar 2024
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William Blair $ Company 138k $9.2M 1% Mar 2024
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Hamilton Wealth 135k $9.0M 2% Mar 2024
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Money Design 121k $8.1M -23% Mar 2024
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CWM 118k $7.8M -19% Mar 2024
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Stifel Financial 101k $6.7M 13% Mar 2024
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Raymond James Financial Services Advisors 98k $6.5M -29% Mar 2024
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Raymond James & Associates 89k $6.0M -2% Mar 2024
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Commerce Bank N A 88k $5.8M 0% Mar 2024
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Ameriprise Financial 86k $5.8M -58% Mar 2024
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Kestra Advisory Services 78k $4.8M 145% Dec 2023
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Conservest Capital Advisors 73k $4.9M -1% Mar 2024
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Bedell Investment Counselling 67k $4.5M -1% Mar 2024
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Cambridge Investment Research Advisors 63k $4.2M 4% Mar 2024
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EWG Elevate 63k $4.2M 100% Mar 2024
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Linscomb & Williams 62k $3.8M -3% Dec 2023
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Tocqueville Asset Management 61k $4.0M 26% Mar 2024
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Raab & Moskowitz Asset Management 61k $3.7M -1% Dec 2023
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David R. Rahn Inc. dba Avalon Capital Management 59k $3.9M 0% Mar 2024
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Creative Planning 57k $3.8M 0% Mar 2024
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HPM Partners 57k $3.8M -1% Mar 2024
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Envestnet Asset Management 56k $3.7M -4% Mar 2024
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Beacon Pointe Advisors 52k $3.1M 37% Dec 2023
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HoyleCohen 51k $3.1M 0% Dec 2023
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Branch Banking & Trust Company 50k $3.3M -2% Mar 2024
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Scotia Capital 49k $3.0M -1% Dec 2023
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Mercer Global Advisors 48k $3.2M 0% Mar 2024
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Mariner Wealth Advisors 42k $2.8M 1% Mar 2024
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MONECO Advisors 42k $2.8M 100% Mar 2024
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Atria Wealth Solutions 42k $2.8M 3% Mar 2024
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Jpmorgan Chase & Co 41k $2.7M 2% Mar 2024
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Bogart Wealth 39k $2.6M 5% Mar 2024
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Parsons Capital Management 33k $2.2M -1% Mar 2024
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Private Advisor 33k $2.2M -7% Mar 2024
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Dudley & Shanley 33k $2.2M 0% Mar 2024
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Chicago Partners Investment 32k $2.1M 0% Mar 2024
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Citadel Advisors 32k $2.1M -39% Mar 2024
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Verity Asset Management 32k $2.1M 1% Mar 2024
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Hilltop Holdings 30k $2.0M 0% Mar 2024
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Susquehanna International 29k $1.9M -61% Mar 2024
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O'rourke & Company 28k $1.9M 6% Mar 2024
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Atlantic Trust 27k $1.8M 21% Mar 2024
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Curbstone Financial Management 27k $1.8M 0% Mar 2024
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Northwestern Mutual Wealth Management Company 27k $1.8M -6% Mar 2024
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SeaCrest Wealth Management 27k $1.8M -3% Mar 2024
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D.A. Davidson & Co. 26k $1.7M -4% Mar 2024
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National Asset Management 25k $1.3M 93% Mar 2024
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Janney Montgomery Scott 24k $1.6M -40% Mar 2024
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Steward Partners Investment Advisory 24k $1.6M 10% Mar 2024
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Baird Financial 24k $1.4M -2% Dec 2023
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Nilsine Partners 24k $1.6M -2% Mar 2024
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Wealth Enhancement Advisory Services 23k $1.6M -1% Mar 2024
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Brian McDonald 23k $1.5M 10% Mar 2024
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Captrust Financial Advisors 23k $1.5M 0% Mar 2024
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CI Private Wealth 21k $1.4M -4% Mar 2024
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Private Wealth Advisors 21k $1.4M -5% Mar 2024
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Capital Analysts 21k $1.4M -3% Mar 2024
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Weatherly Asset Management 20k $1.3M 0% Mar 2024
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Tactive Advisors 20k $1.3M -49% Mar 2024
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Retirement Income Solutions 20k $1.3M 0% Mar 2024
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PFG Investments 20k $1.3M 9% Mar 2024
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OVERSEA-CHINESE BANKING Corp 20k $1.3M -11% Mar 2024
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Glenmede Trust Company 20k $1.3M -26% Mar 2024
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Spence Asset Management 20k $1.3M -2% Mar 2024
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Roberts Glore & Co 18k $1.2M 0% Mar 2024
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Miracle Mile Advisors 17k $1.1M -2% Mar 2024
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Apollon Wealth Management 17k $1.1M -48% Mar 2024
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Jane Street 17k $1.1M 227% Mar 2024
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Ledyard National Bank 17k $1.1M -1% Mar 2024
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American Institute for Advanced Investment Management 17k $1.1M 2% Mar 2024
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Goss Wealth Management 17k $1.1M -40% Mar 2024
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Spire Wealth Management 17k $1.1M 2% Mar 2024
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Gouws Capital 16k $1.1M 0% Mar 2024
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NewEdge Wealth 16k $1.0M 0% Mar 2024
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LexAurum Advisors 15k $917k -2% Dec 2023
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Equitable Trust 15k $1.0M 6% Mar 2024
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Qube Research & Technologies 15k $991k 0% Mar 2024
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FMR 14k $949k 17% Mar 2024
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Rockefeller Capital Management 14k $856k 37% Dec 2023
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Bond & Devick Financial Network 14k $926k 8% Mar 2024
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Resources Investment Advisors 14k $918k 6% Mar 2024
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Neuberger Berman Group 13k $883k -10% Mar 2024
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Wealthcare Advisory Partners 13k $880k -18% Mar 2024
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Snowden Capital Advisors 13k $877k 11% Mar 2024
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Eqis Capital Management 13k $874k 65% Mar 2024
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Oppenheimer & Co 13k $844k -6% Mar 2024
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Elk River Wealth Management 13k $840k 0% Mar 2024
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Foundations Investment Advisors 12k $826k 100% Mar 2024
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Welch & Forbes 12k $812k 0% Mar 2024
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J.w. Cole Advisors 12k $799k 0% Mar 2024
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Altfest L J & Co 12k $798k 0% Mar 2024
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First City Capital Management 12k $796k -4% Mar 2024
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Merit Financial Group 12k $781k 100% Mar 2024
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Howard Capital Management Group 11k $760k -3% Mar 2024
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Axxcess Wealth Management 11k $693k 100% Dec 2023
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Kovitz Investment Group Partners 11k $753k 28% Mar 2024
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Concentric Wealth Management 11k $750k -3% Mar 2024
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NTV Asset Management 11k $748k 0% Mar 2024
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Brown Advisory Holdings Incorporated 11k $712k -2% Mar 2024
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Integrated Wealth Concepts 10k $682k -1% Mar 2024
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Federation des caisses Desjardins du Quebec 10k $679k 100% Mar 2024
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Osborne Partners Capital Management 10k $673k 0% Mar 2024
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Ancora Advisors 10k $670k 0% Mar 2024
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Retirement Planning Co of New England 10k $669k -1% Mar 2024
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Wealthspan Partners 9.5k $635k 63% Mar 2024
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International Assets Investment Management 9.5k $627k 1% Mar 2024
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National Bank Of Canada /fi/ 9.5k $570k -7% Dec 2023
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Us Bancorp 9.4k $627k 0% Mar 2024
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Personal Resources Investment & Strategic Management 9.3k $622k 5% Mar 2024
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Relyea Zuckerberg Hanson 9.1k $603k 0% Mar 2024
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Clarus Wealth Advisors 9.0k $585k -3% Mar 2024
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SageView Advisory Group 8.9k $537k -30% Mar 2024
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Stratos Wealth Partners 8.8k $585k 0% Mar 2024
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Mechanics Bank Trust Department / The Mechanics Bank 8.8k $585k 0% Mar 2024
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Pathstone Holdings 8.6k $575k 137% Mar 2024
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Crestwood Advisors 8.5k $569k 0% Mar 2024
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Gerber 8.4k $560k -33% Mar 2024
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Flagship Harbor Advisors 8.2k $547k -2% Mar 2024
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Mosaic Financial Group 7.9k $527k 100% Mar 2024
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Franklin Resources 7.7k $516k 0% Mar 2024
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Warren Averett Asset Management 7.5k $498k 100% Mar 2024
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Dynamic Advisors Solutions 7.3k $488k 10% Mar 2024
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Ferguson Wellman Capital Management 7.3k $485k 0% Mar 2024
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Howe and Rusling 7.3k $484k -1% Mar 2024
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SS&H Financial Advisors 7.2k $479k 0% Mar 2024
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Strategic Financial 7.1k $434k -6% Dec 2023
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Hennion & Walsh Asset Management 7.1k $473k -3% Mar 2024
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Mesirow Financial Investment Management International Equity 7.1k $472k 100% Mar 2024
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North Star Asset Management 7.0k $466k 0% Mar 2024
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Bessemer 6.9k $419k 0% Dec 2023
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Bank Of Montreal 6.8k $452k 0% Mar 2024
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Nations Financial Group 6.7k $443k 15% Mar 2024
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Northern Trust 6.6k $441k 5% Mar 2024
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Sandy Spring Bank 6.5k $431k 0% Mar 2024
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Pacific Sun Financial Corp 6.3k $422k -5% Mar 2024
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Central Trust & Investment 6.3k $421k 0% Mar 2024
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Graves-Light Private Wealth Management 6.2k $413k -2% Mar 2024
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Tiaa Trust, National Association 6.2k $410k 15% Mar 2024
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Advisory Services Network 5.9k $394k -6% Mar 2024
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Tower Research Capital 5.6k $374k -72% Mar 2024
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Western Financial Corp 5.4k $359k -14% Mar 2024
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Eaton Financial Holdings Company 4.7k $311k -93% Mar 2024
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Banco Santander 4.6k $308k -29% Mar 2024
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Cutler 3.1k $0 -72% Mar 2024
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Who sold out of Invesco Water Resource Port?

Fund or Company Name Date Sold Shares Held Valued At
Financial Network Investment Corporation Sep 2023 207k $11M
Granite Bay Wealth Management Dec 2023 72k $4.0M
Theory Financial Dec 2023 67k $4.1M
Retirement Capital Strategies Dec 2023 11k $677k
Waddell & Associates Sep 2023 6.8k $364k
Two Sigma Investments Dec 2023 6.8k $414k