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
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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 |
|---|---|---|---|
| 2025-06-30 | $1.1M | 15k | 69.91 |
| 2025-03-31 | $1.9M | 30k | 64.53 |
| 2024-12-31 | $2.0M | 30k | 65.79 |
| 2024-09-30 | $2.1M | 30k | 70.54 |
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