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Invesco Water Resource Port shares owned by WealthSpring Partners

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

Historical chart of WealthSpring Partners investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Water Resource Port by WealthSpring Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.7M 96k 70.41
2023-09-30 $9.7M 183k 53.18
2023-06-30 $10M 181k 56.39
2023-03-31 $9.7M 181k 53.35
2022-12-31 $9.3M 181k 51.54
2022-09-30 $8.3M 181k 45.75

More positions owned by WealthSpring Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T Water Res Etf (PHO)
Ishares Tr Us Consm Staples (IYK)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (XAR)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for WealthSpring Partners

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