ET
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Equitable Trust’s Invesco Water Resources ETF PHO Stock Holding History

Equitable Trust’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 		$747K Sell
11,010
-2,932
-21% -$205K 0.03% 265
2026
Q2 		$963K Hold
13,942
– – 0.04% 239
2026
Q1 		$932K Hold
13,942
– – 0.04% 238
2025
Q4 		$982K Hold
13,942
– – 0.04% 231
2025
Q3 		$1.01M Hold
13,942
– – 0.05% 230
2025
Q2 		$975K Sell
13,942
-847
-6% -$56.2K 0.05% 230
2025
Q1 		$954K Hold
14,789
– – 0.05% 229
2024
Q4 		$973K Sell
14,789
-271
-2% -$18.9K 0.05% 231
2024
Q3 		$1.06M Hold
15,060
– – 0.07% 200
2024
Q2 		$978K Hold
15,060
– – 0.07% 201
2024
Q1 		$1M Buy
15,060
+847
+6% +$52.6K 0.07% 195
2023
Q4 		$865K Hold
14,213
– – 0.07% 200
2023
Q3 		$756K Hold
14,213
– – 0.06% 198
2023
Q2 		$801K Hold
14,213
– – 0.06% 197
2023
Q1 		$758K Hold
14,213
– – 0.06% 204
2022
Q4 		$733K Hold
14,213
– – 0.06% 212
2022
Q3 		$650K Hold
14,213
– – 0.05% 216
2022
Q2 		$657K Hold
14,213
– – 0.05% 220
2022
Q1 		$754K Hold
14,213
– – 0.05% 202
2021
Q4 		$865K Hold
14,213
– – 0.05% 193
2021
Q3 		$778K Buy
14,213
+271
+2% +$15.4K 0.05% 199
2021
Q2 		$746K Hold
13,942
– – 0.05% 210
2021
Q1 		$689K Buy
13,942
+8,287
+147% +$401K 0.05% 212
2020
Q4 		$263K Hold
5,655
– – 0.02% 311
2020
Q3 		$224K Sell
5,655
-255
-4% -$9.98K 0.02% 300
2020
Q2 		$215K Buy
+5,910
New +$205K 0.02% 298
2020
Q1 		– Sell
-5,655
Closed -$218K – 327
2019
Q4 		$218K Hold
5,655
– – 0.02% 271
2019
Q3 		$207K Buy
+5,655
New +$204K 0.02% 272

Other funds holding PHO

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TC
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 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
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Equitable Trust's PHO Position: Q3 2026 in Review

Equitable Trust reduced its Invesco Water Resources ETF (PHO) stake by 21% in Q3 2026, selling an estimated $205K and leaving 11,010 shares worth $747K. The position accounts for 0.03% of the portfolio, ranked #265.

Equitable Trust first reported a position in PHO in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.06M in Q3 2024. 26 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • Equitable Trust held 11,010 shares of Invesco Water Resources ETF worth $747K as of Q3 2026.
  • Equitable Trust sold 2,932 Invesco Water Resources ETF shares in Q3 2026, an estimated $205K.
  • Invesco Water Resources ETF made up 0.03% of Equitable Trust's portfolio in Q3 2026, its #265 holding.
  • Equitable Trust first reported a position in Invesco Water Resources ETF in Q3 2019 and has held it in 28 quarters since.
  • Equitable Trust's Invesco Water Resources ETF position peaked at $1.06M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.