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Invesco Water Resource Port shares owned by Pinnacle Wealth Management Group

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

Historical chart of Pinnacle Wealth Management 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 Pinnacle Wealth Management 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 Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $235k 3.5k 66.57
2023-12-31 $215k 3.5k 60.86
2021-12-31 $213k 3.5k 60.86

More positions owned by Pinnacle Wealth Management Group

Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Trust Nasdaq 100 Mana
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Russell 2000 Etf (IWM)
Morgan Stanley Com New (MS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Pinnacle Wealth Management Group

Top funds holding Invesco Water Resource Port

Bank of America Corporation
UBS Group
Commonwealth Equity Services
HighTower Advisors
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