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

Concurrent 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
2026 Q3	$1.12M	Buy	+16,585	New	+$1.16M	0.01%	1094

Other funds holding PHO

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 27.79% 1-Year Est. Return

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Concurrent Investment Advisors's PHO Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco Water Resources ETF (PHO) in Q3 2026: 16,585 shares worth $1.12M. The stake represents 0.01% of the portfolio and ranks #1094 among its holdings.

46 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

Concurrent Investment Advisors held 16,585 shares of Invesco Water Resources ETF worth $1.12M as of Q3 2026.
Invesco Water Resources ETF was a new Concurrent Investment Advisors position in Q3 2026.
Invesco Water Resources ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1094 holding.
46 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.