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Invesco Water Resource Port shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Water Resource Port by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $121k 1.7k 69.38

More positions owned by Briaud Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Silver Tr Ishares (SLV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

Top funds holding Invesco Water Resource Port

LPL Financial
Goodman & Company, Investment Counsel
Raymond James Financial
UBS Group
HighTower Advisors
Royal Bank of Canada
Gitterman Wealth Management
Pnc Financial Services
Advisor Group Holdings
Cetera Investment Advisers
Polianta
Commonwealth Equity Services
Wells Fargo & Company
Personal Resources Investment & Strategic Management
William Blair $ Company

View all funds holding Invesco Water Resource Port