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Caitlin John’s Invesco Water Resources ETF PHO Stock Holding History

Caitlin John’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
Q1 		$15.6K Hold
234
– – 0.01% 463
2025
Q4 		$16.5K Hold
234
– – 0.01% 463
2025
Q3 		$16.9K Buy
+234
New +$16.8K 0.01% 426
2025
Q1 		– Sell
-234
Closed -$15.4K – 607
2024
Q4 		$15.4K Hold
234
– – 0.01% 409
2024
Q3 		$16.6K Hold
234
– – 0.01% 414
2024
Q2 		$15.2K Hold
234
– – 0.01% 391
2024
Q1 		$15.6K Hold
234
– – 0.01% 393
2023
Q4 		$14.2K Buy
+234
New +$12.9K 0.01% 382

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Caitlin John's PHO Position: Q1 2026 in Review

Caitlin John held its Invesco Water Resources ETF (PHO) position steady in Q1 2026 at 234 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #463.

Caitlin John first reported a position in PHO in Q4 2023 and has held it in 8 quarters since. The position peaked at $16.9K in Q3 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Caitlin John held 234 shares of Invesco Water Resources ETF worth $15.6K as of Q1 2026.
  • Caitlin John left its Invesco Water Resources ETF share count unchanged in Q1 2026.
  • Invesco Water Resources ETF made up 0.01% of Caitlin John's portfolio in Q1 2026, its #463 holding.
  • Caitlin John first reported a position in Invesco Water Resources ETF in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Invesco Water Resources ETF position peaked at $16.9K in Q3 2025.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.