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Invesco Water Resource Port shares owned by Summit Financial

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

All positions including Invesco Water Resource Port held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Water Resource Port by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $601k 8.5k 70.54
2024-06-30 $299k 4.6k 64.91

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Top funds holding Invesco Water Resource Port

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

View all funds holding Invesco Water Resource Port