Invesco Water Resource Port shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Invesco Water Resource Port
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Quarterly reported holdings in Invesco Water Resource Port by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 15k | 72.11 |
| 2025-06-30 | $1.1M | 15k | 69.91 |
| 2025-03-31 | $1.0M | 16k | 64.52 |
| 2024-12-31 | $1.1M | 16k | 65.79 |
| 2024-09-30 | $1.1M | 16k | 70.54 |
| 2024-06-30 | $1.0M | 16k | 64.91 |
| 2024-03-31 | $1.1M | 17k | 66.57 |
| 2023-12-31 | $970k | 16k | 59.53 |
| 2023-09-30 | $882k | 17k | 53.18 |
| 2023-06-30 | $924k | 16k | 56.39 |
| 2023-03-31 | $874k | 16k | 53.35 |
| 2022-12-31 | $756k | 15k | 51.55 |
| 2022-09-30 | $671k | 15k | 45.77 |
| 2022-06-30 | $791k | 17k | 46.23 |
| 2022-03-31 | $1.0M | 19k | 53.01 |
| 2021-12-31 | $1.2M | 19k | 60.87 |
| 2021-09-30 | $1.2M | 21k | 54.71 |
| 2021-06-30 | $1.1M | 21k | 53.50 |
| 2021-03-31 | $1.0M | 21k | 49.41 |