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Invesco Water Resource Port shares owned by Turning Point Benefit Group

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Turning Point Benefit Group from 13F filings

Historical chart of Turning Point Benefit Group investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

All positions including Invesco Water Resource Port held by Turning Point Benefit Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Water Resource Port by Turning Point Benefit Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $58k 824 70.41
2025-09-30 $66k 910 72.12
2024-12-31 $275k 4.2k 65.78

More positions owned by Turning Point Benefit Group

Spdr Series Trust Etf (BIL)
Ishares Tr Etf (FLOT)
Spdr Series Trust Etf (SPYM)
Northern Lts Fd Tr Iv Etf (WWJD)
Capital Group U S Multi Sec Etf (CGMS)
Wheaton Precious Metals Corp (WPM)
Dimensional Etf Trust Etf (DFIV)
Vanguard Whitehall Fds Etf (VYMI)
Bluerock Pvt Real Estate (BPRE)
T Rowe Price Etf Etf (TFLR)
Spdr Index Shs Fds Etf (SPEM)
Timothy Plan cmn (TPSC)
Invesco Exch Traded Fd Tr Ii Etf (QQQM)
First Tr Exchange-traded Etf (FDL)
Capital Group Divid Value Etf Shs Creation Unit (CGDV)

View all positions for Turning Point Benefit Group

Top funds holding Invesco Water Resource Port

LPL Financial
Goodman & Company, Investment Counsel
Raymond James Financial
Royal Bank of Canada
UBS Group
Perigon Wealth Management
Gitterman Wealth Management
Pnc Financial Services
CI Private Wealth
Cetera Investment Advisers
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Advisor Group Holdings
Wells Fargo & Company
Personal Resources Investment & Strategic Management
Polianta

View all funds holding Invesco Water Resource Port