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Invesco Water Resource Port shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $622k 9.3k 66.57
2023-12-31 $542k 8.9k 60.86
2023-09-30 $295k 5.6k 53.18

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Fidelity Value Factor Etf Etf (FVAL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Eafe Etf Etf (EFA)
Columbia Em Core Ex-china Etf Etf (XCEM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Invesco S&p Global Water Index Etf Etf (CGW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Ishares Russell 1000 Value Etf Etf (IWD)

View all positions for Personal Resources Investment & Strategic 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