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Invesco Water Resource Port shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $933k 13k 72.11
2025-06-30 $922k 13k 69.91
2025-03-31 $890k 14k 64.52
2024-12-31 $925k 14k 65.79
2024-09-30 $211k 3.0k 70.53

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View all positions for MAI Wealth Advisors

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