Invesco Water Resource Port shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Invesco Water Resource Port
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Quarterly reported holdings in Invesco Water Resource Port by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 4.3k | 72.11 |
| 2025-06-30 | $297k | 4.2k | 69.91 |
| 2025-03-31 | $274k | 4.2k | 64.52 |
| 2024-12-31 | $279k | 4.2k | 65.79 |
| 2024-09-30 | $289k | 4.1k | 70.55 |
| 2024-06-30 | $283k | 4.4k | 64.91 |
| 2024-03-31 | $281k | 4.2k | 66.57 |
| 2023-12-31 | $256k | 4.2k | 60.86 |
| 2023-09-30 | $249k | 4.7k | 53.18 |
| 2023-06-30 | $244k | 4.3k | 56.40 |
| 2023-03-31 | $211k | 4.0k | 53.35 |
| 2022-12-31 | $204k | 4.0k | 51.54 |