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Briaud Financial Planning’s Invesco Water Resources ETF PHO Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-1,744
Closed -$121K – 261
2025
Q2 		$121K Buy
+1,744
New +$116K 0.05% 59

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Briaud Financial Planning's PHO Position: Q3 2025 in Review

Briaud Financial Planning sold out of Invesco Water Resources ETF (PHO) in Q3 2025, closing a stake of 1,744 shares — an estimated $121K sold.

Briaud Financial Planning first reported a position in PHO in Q2 2025 and held it in 1 quarter. The position peaked at $121K in Q2 2025. 382 funds tracked by Wall St. Rank hold PHO as of Q3 2025.

  • Briaud Financial Planning reported no remaining Invesco Water Resources ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 1,744 Invesco Water Resources ETF shares in Q3 2025, an estimated $121K.
  • Briaud Financial Planning first reported a position in Invesco Water Resources ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Invesco Water Resources ETF position peaked at $121K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.