EH
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Equitable Holdings’s Invesco Water Resources ETF PHO Stock Holding History

Equitable Holdings’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 		$906K Buy
13,544
+10,240
+310% +$729K 0.01% 1012
2025
Q4 		$233K Buy
3,304
+19
+0.6% +$1.37K ﹤0.01% 1444
2025
Q3 		$237K Sell
3,285
-269
-8% -$19.3K ﹤0.01% 1376
2025
Q2 		$248K Buy
+3,554
New +$236K ﹤0.01% 1275
2025
Q1 		– Sell
-3,645
Closed -$240K – 1378
2024
Q4 		$240K Buy
3,645
+449
+14% +$31.3K ﹤0.01% 1134
2024
Q3 		$225K Buy
+3,196
New +$217K ﹤0.01% 1145
2022
Q3 		– Sell
-6,715
Closed -$310K – 904
2022
Q2 		$310K Sell
6,715
-732
-10% -$35.7K 0.01% 683
2022
Q1 		$395K Buy
7,447
+521
+8% +$27.6K 0.01% 632
2021
Q4 		$421K Buy
6,926
+1,715
+33% +$99.7K 0.01% 605
2021
Q3 		$285K Buy
5,211
+50
+1% +$2.84K ﹤0.01% 689
2021
Q2 		$276K Buy
5,161
+2
+0% +$105 ﹤0.01% 690
2021
Q1 		$255K Buy
5,159
+759
+17% +$36.7K 0.01% 657
2020
Q4 		$204K Buy
+4,400
New +$193K ﹤0.01% 648

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

Equitable Holdings's PHO Position: Q1 2026 in Review

Equitable Holdings increased its Invesco Water Resources ETF (PHO) stake by 310% in Q1 2026, buying an estimated $729K and bringing the position to 13,544 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #1012.

Equitable Holdings first reported a position in PHO in Q4 2020 and has held it in 13 quarters since. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Equitable Holdings held 13,544 shares of Invesco Water Resources ETF worth $906K as of Q1 2026.
  • Equitable Holdings bought 10,240 Invesco Water Resources ETF shares in Q1 2026, an estimated $729K.
  • Invesco Water Resources ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1012 holding.
  • Equitable Holdings first reported a position in Invesco Water Resources ETF in Q4 2020 and has held it in 13 quarters since.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.