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Invesco Water Resource Port shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Invesco Water Resource Port

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All positions including Invesco Water Resource Port held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Water Resource Port by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2025-12-31 $40M 198k 199.05

More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Invesco Exchange Traded Fd T Water Res Etf (PHO)
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Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Ishares Tr Russell 2000 Etf (IWM)
Caterpillar (CAT)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Goldman Sachs (GS)
Uber Technologies (UBER)
Crowdstrike Hldgs Cl A (CRWD)
Apple (AAPL)
Emerson Electric (EMR)
Microsoft Corporation (MSFT)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Top funds holding Invesco Water Resource Port

LPL Financial
Goodman & Company, Investment Counsel
Raymond James Financial
UBS Group
HighTower Advisors
Royal Bank of Canada
Perigon Wealth Management
Gitterman Wealth Management
Pnc Financial Services
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Wells Fargo & Company
Personal Resources Investment & Strategic Management

View all funds holding Invesco Water Resource Port