Choate Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Choate Investment 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	-1,921	Closed	-$134K	–	472
2025 Q2	$134K	Buy	+1,921	New	+$127K	﹤0.01%	413
2023 Q4	–	Sell	-1,921	Closed	-$102K	–	441
2023 Q3	$102K	Hold	1,921	–	–	﹤0.01%	374
2023 Q2	$108K	Hold	1,921	–	–	﹤0.01%	300
2023 Q1	$102K	Hold	1,921	–	–	﹤0.01%	273
2022 Q4	$99K	Hold	1,921	–	–	0.01%	286
2022 Q3	$88K	Hold	1,921	–	–	0.01%	255
2022 Q2	$89K	Hold	1,921	–	–	0.01%	272
2022 Q1	$102K	Hold	1,921	–	–	0.01%	307
2021 Q4	$117K	Buy	+1,921	New	+$112K	0.01%	293

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Choate Investment Advisors's PHO Position: Q3 2025 in Review

Choate Investment Advisors sold out of Invesco Water Resources ETF (PHO) in Q3 2025, closing a stake of 1,921 shares — an estimated $134K sold.

Choate Investment Advisors first reported a position in PHO in Q4 2021 and held it in 9 quarters. The position peaked at $134K in Q2 2025. 383 funds tracked by Wall St. Rank hold PHO as of Q3 2025.

Choate Investment Advisors reported no remaining Invesco Water Resources ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 1,921 Invesco Water Resources ETF shares in Q3 2025, an estimated $134K.
Choate Investment Advisors first reported a position in Invesco Water Resources ETF in Q4 2021 and held it in 9 quarters.
Choate Investment Advisors's Invesco Water Resources ETF position peaked at $134K in Q2 2025.
383 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.