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

Bristlecone 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
2025
Q3 		– Sell
-1,034
Closed -$72.3K – 277
2025
Q2 		$72.3K Hold
1,034
– – 0.01% 247
2025
Q1 		$66.7K Hold
1,034
– – 0.01% 308
2024
Q4 		$68K Hold
1,034
– – 0.01% 305
2024
Q3 		$72.9K Buy
+1,034
New +$70.2K 0.01% 308
2017
Q4 		– Sell
-300
Closed -$9K – 235
2017
Q3 		$9K Buy
+300
New +$8.2K ﹤0.01% 260

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

Bristlecone Advisors's PHO Position: Q3 2025 in Review

Bristlecone Advisors sold out of Invesco Water Resources ETF (PHO) in Q3 2025, closing a stake of 1,034 shares — an estimated $72.3K sold.

Bristlecone Advisors first reported a position in PHO in Q3 2017 and held it in 5 quarters. The position peaked at $72.9K in Q3 2024. 382 funds tracked by Wall St. Rank hold PHO as of Q3 2025.

  • Bristlecone Advisors reported no remaining Invesco Water Resources ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 1,034 Invesco Water Resources ETF shares in Q3 2025, an estimated $72.3K.
  • Bristlecone Advisors first reported a position in Invesco Water Resources ETF in Q3 2017 and held it in 5 quarters.
  • Bristlecone Advisors's Invesco Water Resources ETF position peaked at $72.9K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.