Invesco Water Resource Port shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Invesco Water Resource Port
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Quarterly reported holdings in Invesco Water Resource Port by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $311k | 4.3k | 72.11 |
| 2025-06-30 | $302k | 4.3k | 69.91 |