FFA
PHO icon

Farther Finance Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Farther Finance Advisors’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 		$204K Buy
3,015
+489
+19% +$34.8K ﹤0.01% 2004
2025
Q4 		$178K Buy
2,526
+702
+38% +$50.6K ﹤0.01% 1984
2025
Q3 		$132K Buy
1,824
+313
+21% +$22.4K ﹤0.01% 1867
2025
Q2 		$106K Buy
1,511
+691
+84% +$45.9K ﹤0.01% 1736
2025
Q1 		$53.1K Buy
820
+563
+219% +$37.5K ﹤0.01% 1868
2024
Q4 		$16.9K Hold
257
– – ﹤0.01% 2156
2024
Q3 		$18.1K Buy
257
+30
+13% +$2.04K ﹤0.01% 2130
2024
Q2 		$14.5K Buy
227
+30
+15% +$1.97K ﹤0.01% 1909
2024
Q1 		$13K Buy
197
+57
+41% +$3.54K ﹤0.01% 1647
2023
Q4 		$8.52K Hold
140
– – ﹤0.01% 1689
2023
Q3 		$7.45K Sell
140
-465
-77% -$26.1K ﹤0.01% 1385
2023
Q2 		$34.1K Buy
+605
New +$32.3K 0.01% 798

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B 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 $528B 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