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Ancora Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Ancora Advisors’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7K Sell
169
-2,399
-93% -$162K ﹤0.01% 1444
2026
Q1 		$172K Sell
2,568
-150
-6% -$10.7K ﹤0.01% 749
2025
Q4 		$191K Hold
2,718
– – ﹤0.01% 752
2025
Q3 		$196K Sell
2,718
-1,107
-29% -$79.3K ﹤0.01% 721
2025
Q2 		$267K Sell
3,825
-6,251
-62% -$415K 0.01% 663
2025
Q1 		$650K Buy
10,076
+2
+0% +$133 0.01% 472
2024
Q4 		$663K Buy
10,074
+1
+0% +$70 0.01% 466
2024
Q3 		$711K Buy
10,073
+1
+0% +$68 0.02% 447
2024
Q2 		$654K Buy
10,072
+2
+0% +$132 0.02% 456
2024
Q1 		$670K Buy
10,070
+1
+0% +$62 0.02% 460
2023
Q4 		$613K Buy
10,069
+6,254
+164% +$344K 0.01% 471
2023
Q3 		$203K Buy
3,815
+1
+0% +$56 0.01% 657
2023
Q2 		$215K Buy
3,814
+2
+0.1% +$107 0.01% 634
2023
Q1 		$203K Buy
3,812
+2
+0.1% +$106 0.01% 636
2022
Q4 		$196K Sell
3,810
-473
-11% -$23.9K 0.01% 677
2022
Q3 		$196K Buy
4,283
+171
+4% +$8.53K 0.01% 737
2022
Q2 		$190K Hold
4,112
– – 0.01% 776
2022
Q1 		$218K Buy
4,112
+151
+4% +$8K 0.01% 770
2021
Q4 		$241K Hold
3,961
– – 0.01% 748
2021
Q3 		$217K Buy
3,961
+1
+0% +$57 0.01% 768
2021
Q2 		$212K Buy
3,960
+2,876
+265% +$150K 0.01% 744
2021
Q1 		$54K Buy
1,084
+1
+0.1% +$48 ﹤0.01% 1032
2020
Q4 		$50K Buy
1,083
+1
+0.1% +$44 ﹤0.01% 881
2020
Q3 		$43K Buy
1,082
+2
+0.2% +$78 ﹤0.01% 885
2020
Q2 		$39K Buy
1,080
+1
+0.1% +$35 ﹤0.01% 869
2020
Q1 		$34K Buy
1,079
+1
+0.1% +$37 ﹤0.01% 961
2019
Q4 		$42K Buy
+1,078
New +$40K ﹤0.01% 929
2018
Q4 		– Sell
-1,071
Closed -$34K – 1038
2018
Q3 		$34K Buy
+1,071
New +$33.7K ﹤0.01% 975
2017
Q1 		– Sell
-1,062
Closed -$26K – 969
2016
Q4 		$26K Buy
+1,062
New +$25.9K ﹤0.01% 893

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ancora Advisors's PHO Position: Q2 2026 in Review

Ancora Advisors reduced its Invesco Water Resources ETF (PHO) stake by 93% in Q2 2026, selling an estimated $162K and leaving 169 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Ancora Advisors first reported a position in PHO in Q4 2016 and has held it in 29 quarters since. The position peaked at $711K in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Ancora Advisors held 169 shares of Invesco Water Resources ETF worth $11.7K as of Q2 2026.
  • Ancora Advisors sold 2,399 Invesco Water Resources ETF shares in Q2 2026, an estimated $162K.
  • Invesco Water Resources ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1444 holding.
  • Ancora Advisors first reported a position in Invesco Water Resources ETF in Q4 2016 and has held it in 29 quarters since.
  • Ancora Advisors's Invesco Water Resources ETF position peaked at $711K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.