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

Creekmur 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
2025
Q2 		– Sell
-18
Closed -$1.18K – 871
2025
Q1 		$1.18K Hold
18
– – ﹤0.01% 620
2024
Q4 		$1.2K Hold
18
– – ﹤0.01% 652
2024
Q3 		$1.28K Hold
18
– – ﹤0.01% 700
2024
Q2 		$1.18K Hold
18
– – ﹤0.01% 770
2024
Q1 		$1.21K Sell
18
-1,268
-99% -$78.8K ﹤0.01% 705
2023
Q4 		$78.3K Buy
+1,286
New +$70.8K 0.02% 237

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Creekmur Asset Management's PHO Position: Q2 2025 in Review

Creekmur Asset Management sold out of Invesco Water Resources ETF (PHO) in Q2 2025, closing a stake of 18 shares — an estimated $1.18K sold.

Creekmur Asset Management first reported a position in PHO in Q4 2023 and held it in 6 quarters. The position peaked at $78.3K in Q4 2023. 394 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

  • Creekmur Asset Management reported no remaining Invesco Water Resources ETF position as of Q2 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 18 Invesco Water Resources ETF shares in Q2 2025, an estimated $1.18K.
  • Creekmur Asset Management first reported a position in Invesco Water Resources ETF in Q4 2023 and held it in 6 quarters.
  • Creekmur Asset Management's Invesco Water Resources ETF position peaked at $78.3K in Q4 2023.
  • 394 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Creekmur Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.