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Invesco Water Resource Port shares owned by Merit Financial Group

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

All positions including Invesco Water Resource Port held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Water Resource Port by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $792k 11k 70.54
2024-03-31 $781k 12k 66.15

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Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Merit Financial Group

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