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Invesco Water Resource Port shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Water Resource Port by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 30k 70.54

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Top funds holding Invesco Water Resource Port

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

View all funds holding Invesco Water Resource Port