Farmers & Merchants Investments Inc’s Invesco Water Resources ETF PHO Stock Holding History

Farmers & Merchants Investments Inc’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 Q3	–	Sell	-86	Closed	-$6.01K	–	1764
2025 Q2	$6.01K	Hold	86	–	–	﹤0.01%	866
2025 Q1	$5.55K	Hold	86	–	–	﹤0.01%	867
2024 Q4	$5.66K	Hold	86	–	–	﹤0.01%	785
2024 Q3	$6.07K	Hold	86	–	–	﹤0.01%	776
2024 Q2	$5.58K	Hold	86	–	–	﹤0.01%	768
2024 Q1	$5.72K	Hold	86	–	–	﹤0.01%	726
2023 Q4	$5.23K	Hold	86	–	–	﹤0.01%	747
2023 Q3	$4.57K	Hold	86	–	–	﹤0.01%	749
2023 Q2	$4.85K	Hold	86	–	–	﹤0.01%	762
2023 Q1	$4.59K	Hold	86	–	–	﹤0.01%	744
2022 Q4	$4.43K	Hold	86	–	–	﹤0.01%	784
2022 Q3	$4K	Hold	86	–	–	﹤0.01%	796
2022 Q2	$4K	Hold	86	–	–	﹤0.01%	886
2022 Q1	$5K	Hold	86	–	–	﹤0.01%	883
2021 Q4	$5K	Buy	+86	New	+$5K	﹤0.01%	901

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Farmers & Merchants Investments Inc's PHO Position: Q3 2025 in Review

Farmers & Merchants Investments Inc sold out of Invesco Water Resources ETF (PHO) in Q3 2025, closing a stake of 86 shares — an estimated $6.01K sold.

Farmers & Merchants Investments Inc first reported a position in PHO in Q4 2021 and held it in 15 quarters. The position peaked at $6.07K in Q3 2024. 382 funds tracked by Wall St. Rank hold PHO as of Q3 2025.

Farmers & Merchants Investments Inc reported no remaining Invesco Water Resources ETF position as of Q3 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 86 Invesco Water Resources ETF shares in Q3 2025, an estimated $6.01K.
Farmers & Merchants Investments Inc first reported a position in Invesco Water Resources ETF in Q4 2021 and held it in 15 quarters.
Farmers & Merchants Investments Inc's Invesco Water Resources ETF position peaked at $6.07K in Q3 2024.
382 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2025, filed 17 Oct 2025.