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Invesco Water Resource Port shares owned by Millstone Evans Group

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

Historical chart of Millstone Evans Group investment in Invesco Water Resource Port

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All positions including Invesco Water Resource Port held by Millstone Evans 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 Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 3.3k 72.11
2025-06-30 $231k 3.3k 69.91
2025-03-31 $213k 3.3k 64.52

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Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Lincoln Electric Holdings (LECO)
Johnson & Johnson (JNJ)
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP)

View all positions for Millstone Evans Group

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