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Invesco Water Resource Port shares owned by Centricity Wealth Management

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Centricity Wealth Management from 13F filings

Historical chart of Centricity Wealth Management investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Water Resource Port by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $112k 1.6k 69.91
2025-03-31 $103k 1.6k 64.52
2024-12-31 $106k 1.6k 65.79

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View all positions for Centricity Wealth Management

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