Invesco Water Resource Port shares owned by Independent Financial Group
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Invesco Water Resource Port
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Quarterly reported holdings in Invesco Water Resource Port by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $403k | 6.0k | 66.86 |
| 2025-09-30 | $821k | 11k | 72.11 |
| 2025-06-30 | $786k | 11k | 69.91 |
| 2025-03-31 | $722k | 11k | 64.52 |
| 2024-12-31 | $490k | 7.5k | 65.79 |
| 2024-09-30 | $511k | 7.2k | 70.54 |
| 2024-06-30 | $489k | 7.5k | 64.91 |
| 2024-03-31 | $499k | 7.5k | 66.57 |
| 2023-12-31 | $439k | 7.2k | 60.86 |
| 2023-09-30 | $362k | 6.8k | 53.18 |
| 2023-06-30 | $304k | 5.4k | 56.39 |
| 2023-03-31 | $267k | 5.0k | 53.35 |
More positions owned by Independent Financial Group
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