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Byrne Asset Management’s Invesco Water Resources ETF PHO Stock Holding History

Byrne Asset Management’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
Q3 		$50.8K Hold
750
– – 0.03% 282
2026
Q2 		$51.8K Hold
750
– – 0.03% 286
2026
Q1 		$50.1K Hold
750
– – 0.03% 281
2025
Q4 		$52.8K Hold
750
– – 0.03% 271
2025
Q3 		$54.1K Sell
750
-40
-5% -$2.87K 0.03% 223
2025
Q2 		$55.2K Hold
790
– – 0.04% 205
2025
Q1 		$51K Hold
790
– – 0.04% 204
2024
Q4 		$52K Hold
790
– – 0.04% 191
2024
Q3 		$55.7K Hold
790
– – 0.04% 189
2024
Q2 		$51.4K Hold
790
– – 0.04% 193
2024
Q1 		$52.6K Sell
790
-110
-12% -$6.83K 0.04% 196
2023
Q4 		$55.2K Hold
900
– – 0.04% 192
2023
Q3 		$48K Buy
+900
New +$50.5K 0.04% 191
2023
Q2 		– Sell
-900
Closed -$48.1K – 241
2023
Q1 		$48K Hold
900
– – 0.03% 228
2022
Q4 		$46.4K Hold
900
– – 0.03% 233
2022
Q3 		$41K Hold
900
– – 0.03% 222
2022
Q2 		$42K Hold
900
– – 0.03% 208
2022
Q1 		$48K Hold
900
– – 0.03% 214
2021
Q4 		$55K Buy
+900
New +$52.3K 0.04% 211

Other funds holding PHO

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GCL
Gouws Capital LLC Charlotte, North Carolina $212M AUM 34.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Byrne Asset Management's PHO Position: Q3 2026 in Review

Byrne Asset Management held its Invesco Water Resources ETF (PHO) position steady in Q3 2026 at 750 shares worth $50.8K. The position accounts for 0.03% of the portfolio, ranked #282.

Byrne Asset Management first reported a position in PHO in Q4 2021 and has held it in 19 quarters since. The position peaked at $55.7K in Q3 2024. 28 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • Byrne Asset Management held 750 shares of Invesco Water Resources ETF worth $50.8K as of Q3 2026.
  • Byrne Asset Management left its Invesco Water Resources ETF share count unchanged in Q3 2026.
  • Invesco Water Resources ETF made up 0.03% of Byrne Asset Management's portfolio in Q3 2026, its #282 holding.
  • Byrne Asset Management first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's Invesco Water Resources ETF position peaked at $55.7K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.