Who owns Invesco Water Resource Port?
- Ticker: PHO
- CUSIP Number: 46137v142
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Water Resource Port with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Water Resource Port stock
Who bought or sold Invesco Water Resource Port this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.7M | $112M | 1% | Mar 2024 |
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| Morgan Stanley | 1.2M | $128M | 0% | Mar 2024 |
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| UBS Group | 833k | $56M | 0% | Mar 2024 |
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| LPL Financial | 567k | $38M | -10% | Mar 2024 |
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| Commonwealth Equity Services | 397k | $26M | -3% | Mar 2024 |
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| HighTower Advisors | 393k | $26M | -10% | Mar 2024 |
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| Royal Bank of Canada | 363k | $24M | 6% | Mar 2024 |
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| Pnc Financial Services | 274k | $18M | 1% | Mar 2024 |
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| Advisor Group Holdings | 269k | $18M | 33% | Mar 2024 |
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| Wells Fargo & Company | 231k | $15M | 1% | Mar 2024 |
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| Polianta | 222k | $15M | 0% | Mar 2024 |
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| First National Bank & Trust Co Of Newtown | 138k | $9.2M | -3% | Mar 2024 |
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| William Blair $ Company | 138k | $9.2M | 1% | Mar 2024 |
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| Hamilton Wealth | 133k | $8.1M | -1% | Dec 2023 |
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| Money Design | 121k | $8.1M | -23% | Mar 2024 |
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| CWM | 118k | $7.8M | -19% | Mar 2024 |
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| Stifel Financial | 101k | $6.7M | 13% | Mar 2024 |
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| Raymond James Financial Services Advisors | 98k | $6.5M | -29% | Mar 2024 |
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| Raymond James & Associates | 89k | $6.0M | -2% | Mar 2024 |
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| Commerce Bank N A | 88k | $5.8M | 0% | Mar 2024 |
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| Ameriprise Financial | 86k | $5.8M | -58% | Mar 2024 |
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| Kestra Advisory Services | 78k | $4.8M | 145% | Dec 2023 |
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| Conservest Capital Advisors | 73k | $4.9M | -1% | Mar 2024 |
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| Bedell Investment Counselling | 67k | $4.5M | -1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 63k | $4.2M | 4% | Mar 2024 |
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| EWG Elevate | 63k | $4.2M | 100% | Mar 2024 |
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| Linscomb & Williams | 62k | $3.8M | -3% | Dec 2023 |
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| Tocqueville Asset Management | 61k | $4.0M | 26% | Mar 2024 |
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| Raab & Moskowitz Asset Management | 61k | $3.7M | -1% | Dec 2023 |
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| David R. Rahn Inc. dba Avalon Capital Management | 59k | $3.9M | 0% | Mar 2024 |
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| Creative Planning | 57k | $3.8M | 0% | Mar 2024 |
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| HPM Partners | 57k | $3.8M | -1% | Mar 2024 |
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| Envestnet Asset Management | 56k | $3.7M | -4% | Mar 2024 |
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| Beacon Pointe Advisors | 52k | $3.1M | 37% | Dec 2023 |
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| HoyleCohen | 51k | $3.1M | 0% | Dec 2023 |
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| Branch Banking & Trust Company | 50k | $3.3M | -2% | Mar 2024 |
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| Scotia Capital | 49k | $3.0M | -1% | Dec 2023 |
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| Mercer Global Advisors | 48k | $3.2M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 42k | $2.8M | 1% | Mar 2024 |
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| MONECO Advisors | 42k | $2.8M | 100% | Mar 2024 |
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| Atria Wealth Solutions | 42k | $2.8M | 3% | Mar 2024 |
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| Jpmorgan Chase & Co | 41k | $2.7M | 2% | Mar 2024 |
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| Tactive Advisors | 39k | $2.4M | 100% | Dec 2023 |
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| Bogart Wealth | 39k | $2.6M | 5% | Mar 2024 |
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| Parsons Capital Management | 33k | $2.2M | -1% | Mar 2024 |
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| Private Advisor | 33k | $2.2M | -7% | Mar 2024 |
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| Dudley & Shanley | 33k | $2.2M | 0% | Mar 2024 |
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| Chicago Partners Investment | 32k | $2.1M | 0% | Mar 2024 |
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| Citadel Advisors | 32k | $2.1M | -39% | Mar 2024 |
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| Verity Asset Management | 32k | $1.9M | -1% | Dec 2023 |
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| Hilltop Holdings | 30k | $2.0M | 0% | Mar 2024 |
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| Susquehanna International | 29k | $1.9M | -61% | Mar 2024 |
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| O'rourke & Company | 28k | $1.9M | 6% | Mar 2024 |
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| Atlantic Trust | 27k | $1.8M | 21% | Mar 2024 |
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| Curbstone Financial Management | 27k | $1.8M | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 27k | $1.8M | -6% | Mar 2024 |
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| SeaCrest Wealth Management | 27k | $1.8M | -3% | Mar 2024 |
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| D.A. Davidson & Co. | 26k | $1.7M | -4% | Mar 2024 |
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| Janney Montgomery Scott | 24k | $1.6M | -40% | Mar 2024 |
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| Steward Partners Investment Advisory | 24k | $1.6M | 10% | Mar 2024 |
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| Baird Financial | 24k | $1.4M | -2% | Dec 2023 |
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| Nilsine Partners | 24k | $1.6M | -2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 23k | $1.6M | -1% | Mar 2024 |
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| Brian McDonald | 23k | $1.5M | 10% | Mar 2024 |
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| Captrust Financial Advisors | 23k | $1.5M | 0% | Mar 2024 |
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| CI Private Wealth | 21k | $1.4M | -4% | Mar 2024 |
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| Private Wealth Advisors | 21k | $1.4M | -5% | Mar 2024 |
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| Capital Analysts | 21k | $1.4M | -3% | Mar 2024 |
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| Weatherly Asset Management | 20k | $1.3M | 0% | Mar 2024 |
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| Retirement Income Solutions | 20k | $1.3M | 0% | Mar 2024 |
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| PFG Investments | 20k | $1.3M | 9% | Mar 2024 |
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| OVERSEA-CHINESE BANKING Corp | 20k | $1.3M | -11% | Mar 2024 |
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| Glenmede Trust Company | 20k | $1.3M | -26% | Mar 2024 |
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| Spence Asset Management | 20k | $1.3M | -2% | Mar 2024 |
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| Roberts Glore & Co | 18k | $1.2M | 0% | Mar 2024 |
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| Miracle Mile Advisors | 17k | $1.1M | -2% | Mar 2024 |
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| Apollon Wealth Management | 17k | $1.1M | -48% | Mar 2024 |
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| Jane Street | 17k | $1.1M | 227% | Mar 2024 |
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| Ledyard National Bank | 17k | $1.1M | -1% | Mar 2024 |
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| American Institute for Advanced Investment Management | 17k | $1.1M | 2% | Mar 2024 |
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| Goss Wealth Management | 17k | $1.1M | -40% | Mar 2024 |
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| Spire Wealth Management | 17k | $1.1M | 2% | Mar 2024 |
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| Gouws Capital | 16k | $1.1M | 0% | Mar 2024 |
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| NewEdge Wealth | 16k | $1.0M | 0% | Mar 2024 |
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| LexAurum Advisors | 15k | $917k | -2% | Dec 2023 |
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| Equitable Trust | 15k | $1.0M | 6% | Mar 2024 |
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| Qube Research & Technologies | 15k | $991k | 0% | Mar 2024 |
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| FMR | 14k | $949k | 17% | Mar 2024 |
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| Rockefeller Capital Management | 14k | $856k | 37% | Dec 2023 |
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| Bond & Devick Financial Network | 14k | $926k | 8% | Mar 2024 |
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| Resources Investment Advisors | 14k | $918k | 6% | Mar 2024 |
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| Neuberger Berman Group | 13k | $883k | -10% | Mar 2024 |
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| Wealthcare Advisory Partners | 13k | $880k | -18% | Mar 2024 |
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| Snowden Capital Advisors | 13k | $877k | 11% | Mar 2024 |
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| Eqis Capital Management | 13k | $874k | 65% | Mar 2024 |
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| National Asset Management | 13k | $783k | -48% | Dec 2023 |
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| Oppenheimer & Co | 13k | $844k | -6% | Mar 2024 |
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| Elk River Wealth Management | 13k | $840k | 0% | Mar 2024 |
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| First City Capital Management | 13k | $666k | 0% | Dec 2023 |
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| Foundations Investment Advisors | 12k | $826k | 100% | Mar 2024 |
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| Welch & Forbes | 12k | $812k | 0% | Mar 2024 |
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| J.w. Cole Advisors | 12k | $799k | 0% | Mar 2024 |
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| Altfest L J & Co | 12k | $798k | 0% | Mar 2024 |
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| Merit Financial Group | 12k | $781k | 100% | Mar 2024 |
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| Howard Capital Management Group | 11k | $760k | -3% | Mar 2024 |
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| Axxcess Wealth Management | 11k | $693k | 100% | Dec 2023 |
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| Kovitz Investment Group Partners | 11k | $753k | 28% | Mar 2024 |
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| Concentric Wealth Management | 11k | $750k | -3% | Mar 2024 |
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| NTV Asset Management | 11k | $748k | 0% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 11k | $712k | -2% | Mar 2024 |
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| Integrated Wealth Concepts | 10k | $682k | -1% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 10k | $679k | 100% | Mar 2024 |
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| Osborne Partners Capital Management | 10k | $673k | 0% | Mar 2024 |
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| Ancora Advisors | 10k | $670k | 0% | Mar 2024 |
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| Retirement Planning Co of New England | 10k | $669k | -1% | Mar 2024 |
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| Wealthspan Partners | 9.5k | $635k | 63% | Mar 2024 |
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| International Assets Investment Management | 9.5k | $627k | 1% | Mar 2024 |
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| National Bank Of Canada /fi/ | 9.5k | $570k | -7% | Dec 2023 |
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| Us Bancorp | 9.4k | $627k | 0% | Mar 2024 |
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| Personal Resources Investment & Strategic Management | 9.3k | $622k | 5% | Mar 2024 |
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| Relyea Zuckerberg Hanson | 9.1k | $603k | 0% | Mar 2024 |
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| Clarus Wealth Advisors | 9.0k | $585k | -3% | Mar 2024 |
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| SageView Advisory Group | 8.9k | $537k | -30% | Mar 2024 |
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| Stratos Wealth Partners | 8.8k | $585k | 0% | Mar 2024 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 8.8k | $585k | 0% | Mar 2024 |
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| Pathstone Holdings | 8.6k | $575k | 137% | Mar 2024 |
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| Crestwood Advisors | 8.5k | $569k | 0% | Mar 2024 |
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| Gerber | 8.4k | $560k | -33% | Mar 2024 |
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| Flagship Harbor Advisors | 8.2k | $547k | -2% | Mar 2024 |
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| Mosaic Financial Group | 7.9k | $527k | 100% | Mar 2024 |
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| Franklin Resources | 7.7k | $516k | 0% | Mar 2024 |
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| Warren Averett Asset Management | 7.5k | $498k | 100% | Mar 2024 |
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| Dynamic Advisors Solutions | 7.3k | $488k | 10% | Mar 2024 |
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| Ferguson Wellman Capital Management | 7.3k | $485k | 0% | Mar 2024 |
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| Howe and Rusling | 7.3k | $484k | -1% | Mar 2024 |
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| SS&H Financial Advisors | 7.2k | $479k | 0% | Mar 2024 |
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| Strategic Financial | 7.1k | $434k | -6% | Dec 2023 |
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| Hennion & Walsh Asset Management | 7.1k | $473k | -3% | Mar 2024 |
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| Mesirow Financial Investment Management International Equity | 7.1k | $472k | 100% | Mar 2024 |
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| North Star Asset Management | 7.0k | $466k | 0% | Mar 2024 |
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| Bessemer | 6.9k | $419k | 0% | Dec 2023 |
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| Bank Of Montreal | 6.8k | $452k | 0% | Mar 2024 |
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| Nations Financial Group | 6.7k | $443k | 15% | Mar 2024 |
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| Northern Trust | 6.6k | $441k | 5% | Mar 2024 |
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| Sandy Spring Bank | 6.5k | $431k | 0% | Mar 2024 |
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| Pacific Sun Financial Corp | 6.3k | $422k | -5% | Mar 2024 |
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| Central Trust & Investment | 6.3k | $421k | 0% | Mar 2024 |
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| Graves-Light Private Wealth Management | 6.2k | $413k | -2% | Mar 2024 |
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| Tiaa Trust, National Association | 6.2k | $410k | 15% | Mar 2024 |
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| North Star Investment Management | 5.9k | $394k | 0% | Mar 2024 |
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| Advisory Services Network | 5.9k | $394k | -6% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 5.9k | $389k | 0% | Mar 2024 |
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| Wedbush Morgan Securities | 5.8k | $353k | -6% | Dec 2023 |
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| Modera Wealth Management | 5.7k | $378k | -4% | Mar 2024 |
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| Tower Research Capital | 5.6k | $374k | -72% | Mar 2024 |
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| MinichMacGregor Wealth Management | 5.4k | $356k | -8% | Mar 2024 |
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| Moloney Securities Asset Management | 5.4k | $360k | -10% | Mar 2024 |
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| Western Financial Corp | 5.4k | $359k | -14% | Mar 2024 |
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| Eaton Financial Holdings Company | 4.7k | $311k | -93% | Mar 2024 |
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| Banco Santander | 4.6k | $308k | -29% | Mar 2024 |
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| Cutler | 3.1k | $0 | -72% | Mar 2024 |
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Who sold out of Invesco Water Resource Port?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Granite Bay Wealth Management | Dec 2023 | 72k | $4.0M |
| Theory Financial | Dec 2023 | 67k | $4.1M |
| Retirement Capital Strategies | Dec 2023 | 11k | $677k |
| Waddell & Associates | Sep 2023 | 6.8k | $364k |
| Two Sigma Investments | Dec 2023 | 6.8k | $414k |
| Gts Securities | Dec 2023 | 6.1k | $372k |