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Invesco Water Resource Port shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $64k 890 72.11
2025-06-30 $62k 890 69.91
2025-03-31 $57k 890 64.52

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View all positions for Smallwood Wealth Investment Management

Top funds holding Invesco Water Resource Port

Morgan Stanley
LPL Financial
Goodman & Company, Investment Counsel
Raymond James Financial
UBS Group
HighTower Advisors
Royal Bank of Canada
Gitterman Wealth Management
Pnc Financial Services
Advisor Group Holdings
Cetera Investment Advisers
Polianta
Commonwealth Equity Services
Wells Fargo & Company
Personal Resources Investment & Strategic Management

View all funds holding Invesco Water Resource Port