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Invesco Water Resource Port shares owned by WFA of San Diego

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Water Resource Port by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2023-09-30 $11k 200 53.18
2023-06-30 $5.6k 100 56.39
2022-06-30 $2.0k 50 40.00

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Qualcomm (QCOM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Federated Hermes Etf Trust Short Duration H (FHYS)

View all positions for WFA of San Diego

Top funds holding Invesco Water Resource Port

Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Commonwealth Equity Services
HighTower Advisors
Royal Bank of Canada
Pnc Financial Services
Advisor Group Holdings
Cetera Investment Advisers
Wells Fargo & Company
Polianta
First National Bank & Trust Co Of Newtown
William Blair $ Company
Hamilton Wealth

View all funds holding Invesco Water Resource Port