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Invesco Water Resource Port shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning 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 United Financial Planning 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $70k 1.1k 65.75

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Invesco Water Resource Port

Bank of America Corporation
Morgan Stanley
LPL Financial
UBS Group
Goodman & Company, Investment Counsel
Atria Investments
Perigon Wealth Management
Raymond James Financial
Royal Bank of Canada
Pnc Financial Services
Cetera Investment Advisers
Wells Fargo & Company
CWM
Personal Resources Investment & Strategic Management
Advisor Group Holdings

View all funds holding Invesco Water Resource Port