Eastern Bank’s Invesco Water Resources ETF PHO Stock Holding History

Eastern Bank’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	$27.1K	Hold	400	–	–	﹤0.01%	741
2026 Q2	$27.6K	Hold	400	–	–	﹤0.01%	714
2026 Q1	$26.7K	Hold	400	–	–	﹤0.01%	676
2025 Q4	$28.2K	Hold	400	–	–	﹤0.01%	671
2025 Q3	$28.8K	Buy	+400	New	+$28.7K	﹤0.01%	663
2025 Q1	–	Sell	-300	Closed	-$19.7K	–	1023
2024 Q4	$19.7K	Hold	300	–	–	﹤0.01%	697
2024 Q3	$21.2K	Buy	+300	New	+$20.4K	﹤0.01%	676
2013 Q4	–	Sell	-9,329	Closed	-$223K	–	206
2013 Q3	$223K	Hold	9,329	–	–	0.02%	198
2013 Q2	$205K	Buy	+9,329	New	+$209K	0.02%	199

Other funds holding PHO

Prism Advisors Studio City, California $399M AUM 13.01% 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

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Eastern Bank's PHO Position: Q3 2026 in Review

Eastern Bank held its Invesco Water Resources ETF (PHO) position steady in Q3 2026 at 400 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Eastern Bank first reported a position in PHO in Q2 2013 and has held it in 9 quarters since. The position peaked at $223K in Q3 2013. 15 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

Eastern Bank held 400 shares of Invesco Water Resources ETF worth $27.1K as of Q3 2026.
Eastern Bank left its Invesco Water Resources ETF share count unchanged in Q3 2026.
Invesco Water Resources ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #741 holding.
Eastern Bank first reported a position in Invesco Water Resources ETF in Q2 2013 and has held it in 9 quarters since.
Eastern Bank's Invesco Water Resources ETF position peaked at $223K in Q3 2013.
15 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.