Invesco Water Resource Port shares owned by MinichMacGregor Wealth Management
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by MinichMacGregor Wealth Management
from 13F filings
Historical chart of MinichMacGregor Wealth Management investment in Invesco Water Resource Port
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Quarterly reported holdings in Invesco Water Resource Port by MinichMacGregor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $407k | 5.6k | 72.11 |
| 2025-06-30 | $373k | 5.3k | 69.91 |
| 2025-03-31 | $337k | 5.2k | 64.52 |
| 2024-12-31 | $345k | 5.2k | 65.79 |
| 2024-09-30 | $365k | 5.2k | 70.54 |
| 2024-06-30 | $350k | 5.4k | 64.91 |
| 2024-03-31 | $356k | 5.4k | 65.92 |
| 2023-12-31 | $359k | 5.9k | 60.86 |
| 2023-09-30 | $312k | 5.9k | 53.18 |
| 2023-06-30 | $336k | 6.0k | 56.39 |
| 2023-03-31 | $432k | 8.1k | 53.35 |
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