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Invesco Water Resource Port shares owned by Gitterman Wealth Management

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

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

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All positions including Invesco Water Resource Port held by Gitterman 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 Gitterman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 369k 72.11
2025-06-30 $26M 370k 69.91
2025-03-31 $23M 363k 64.52

More positions owned by Gitterman Wealth Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T Water Res Etf (PHO)
Ishares Tr Hdg Msci Eafe (HEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl A (GOOGL)
Nextera Energy (NEE)

View all positions for Gitterman Wealth Management

Top funds holding Invesco Water Resource Port

Morgan Stanley
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

View all funds holding Invesco Water Resource Port