Invesco Water Resource Port shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Invesco Water Resource Port
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Quarterly reported holdings in Invesco Water Resource Port by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59k | 818 | 72.14 |
| 2025-06-30 | $57k | 817 | 69.93 |
| 2025-03-31 | $130k | 65k | 2.00 |
| 2024-12-31 | $67k | 1.0k | 65.82 |
| 2024-09-30 | $72k | 1.0k | 70.54 |
| 2024-06-30 | $66k | 1.0k | 64.93 |
| 2024-03-31 | $68k | 1.0k | 66.56 |
| 2023-12-31 | $62k | 1.0k | 60.86 |
| 2023-09-30 | $54k | 1.0k | 53.18 |
| 2023-06-30 | $57k | 1.0k | 56.39 |
| 2023-03-31 | $54k | 1.0k | 53.35 |
| 2022-12-31 | $52k | 1.0k | 51.56 |
| 2022-09-30 | $46k | 1.0k | 45.77 |
| 2022-06-30 | $46k | 1.0k | 45.82 |
| 2022-03-31 | $58k | 1.1k | 52.49 |
| 2021-12-31 | $66k | 1.1k | 59.78 |
| 2021-09-30 | $60k | 1.1k | 54.35 |
| 2021-06-30 | $59k | 1.1k | 53.49 |
| 2021-03-31 | $54k | 1.1k | 48.96 |
| 2020-12-31 | $54k | 1.1k | 48.96 |