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Invesco Water Resource Port shares owned by Atria Investments

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

All positions including Invesco Water Resource Port held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Water Resource Port by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 46k 70.41
2019-03-31 $1.3M 39k 33.99

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Top funds holding Invesco Water Resource Port

LPL Financial
Goodman & Company, Investment Counsel
Raymond James Financial
Royal Bank of Canada
UBS Group
Perigon Wealth Management
Gitterman Wealth Management
Pnc Financial Services
CI Private Wealth
Cetera Investment Advisers
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Advisor Group Holdings
Wells Fargo & Company
Personal Resources Investment & Strategic Management
Polianta

View all funds holding Invesco Water Resource Port