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Invesco Water Resource Port shares owned by Granite Bay Wealth Management

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

Historical chart of Granite Bay 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 Granite Bay 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 Granite Bay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 72k 55.08
2023-09-30 $4.0M 72k 56.12

More positions owned by Granite Bay Wealth Management

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
John Hancock Exchange Traded Corporate Bd (JHCB)
John Hancock Exchange Traded Preferred Income (JHPI)
Global X Fds Rbtcs Artfl Inte (BOTZ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Msci India Etf (INDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Pepsi (PEP)

View all positions for Granite Bay Wealth Management

Top funds holding Invesco Water Resource Port

Bank of America Corporation
UBS Group
HighTower Advisors
Commonwealth Equity Services
Royal Bank of Canada
Pnc Financial Services
Wells Fargo & Company
Polianta
Advisor Group Holdings
First National Bank & Trust Co Of Newtown
William Blair $ Company
Hamilton Wealth
Money Design
CWM
Raymond James Financial Services Advisors

View all funds holding Invesco Water Resource Port