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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.3M | 19k | 72.11 |
| 2025-06-30 | $1.3M | 19k | 69.91 |
| 2025-03-31 | $575k | 8.9k | 64.52 |
| 2024-12-31 | $586k | 8.9k | 65.79 |
| 2024-09-30 | $601k | 8.5k | 70.54 |
| 2024-06-30 | $299k | 4.6k | 64.91 |