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Invesco Water Resource Port shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Water Resource Port by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $120k 1.7k 70.54
2024-03-31 $113k 1.7k 66.57
2023-12-31 $104k 1.7k 60.86

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Top funds holding Invesco Water Resource Port

Bank of America Corporation
Morgan Stanley
LPL Financial
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
Advisor Group Holdings
Raymond James Financial Services Advisors
Personal Resources Investment & Strategic Management

View all funds holding Invesco Water Resource Port