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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

Tip: Access up to 7 years of quarterly data

All positions including Invesco Water Resource Port held by MinichMacGregor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Us Home Cons Etf (ITB)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard World Industrial Etf (VIS)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Us Aer Def Etf (ITA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Expanded Tech (IGV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Industrials (IYJ)
Ishares Tr Short Treas Bd (SHV)

View all positions for MinichMacGregor Wealth Management

Top funds holding Invesco Water Resource Port

Bank of America Corporation
UBS Group
HighTower Advisors
Commonwealth Equity Services
Royal Bank of Canada
Pnc Financial Services
Wells Fargo & Company
Polianta
Advisor Group Holdings
First National Bank & Trust Co Of Newtown
William Blair $ Company
Hamilton Wealth
Money Design
CWM
Raymond James Financial Services Advisors

View all funds holding Invesco Water Resource Port