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Invesco Water Resource Port shares owned by Mosaic Financial Group

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

Historical chart of Mosaic 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 Mosaic 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 Mosaic Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $842k 12k 70.53
2024-06-30 $775k 12k 64.94
2024-03-31 $527k 7.9k 66.52

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Apple (AAPL)
Charter Communications Inc N Cl A (CHTR)
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Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Mosaic 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