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Invesco Water Resource Port shares owned by Winthrop Advisory Group

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

Historical chart of Winthrop Advisory 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 Winthrop Advisory 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 Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 3.0k 72.10
2025-06-30 $207k 3.0k 69.91
2024-09-30 $209k 3.0k 70.55

More positions owned by Winthrop Advisory Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Winthrop Advisory Group

Top funds holding Invesco Water Resource Port

Morgan Stanley
LPL Financial
Goodman & Company, Investment Counsel
Raymond James Financial
UBS Group
HighTower Advisors
Royal Bank of Canada
Gitterman Wealth Management
Pnc Financial Services
Advisor Group Holdings
Cetera Investment Advisers
Polianta
Commonwealth Equity Services
Wells Fargo & Company
Personal Resources Investment & Strategic Management

View all funds holding Invesco Water Resource Port