Invesco Water Resource Port shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions 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 Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco Water Resource Port by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.1M | 30k | 69.91 |
| 2025-03-31 | $2.7M | 41k | 64.52 |
| 2024-12-31 | $2.5M | 38k | 65.79 |
| 2024-09-30 | $2.5M | 35k | 70.54 |
| 2024-06-30 | $2.3M | 35k | 64.91 |
| 2024-03-31 | $2.8M | 42k | 66.57 |
| 2023-12-31 | $2.5M | 40k | 60.86 |
| 2023-09-30 | $2.1M | 39k | 53.18 |
| 2023-06-30 | $2.2M | 40k | 56.39 |
| 2023-03-31 | $2.0M | 38k | 53.35 |
| 2022-12-31 | $2.0M | 38k | 51.54 |
| 2022-09-30 | $1.8M | 39k | 45.75 |
| 2022-06-30 | $1.9M | 41k | 46.16 |
| 2022-03-31 | $1.9M | 37k | 53.03 |