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 Q2	$197K	Sell	2,850 -165	-5%	-$11.1K	﹤0.01%	2250
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Farther Finance Advisors's PHO Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Water Resources ETF (PHO) stake by 5.5% in Q2 2026, selling an estimated $11.1K and leaving 2,850 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Farther Finance Advisors first reported a position in PHO in Q2 2023 and has held it in 13 quarters since. The position peaked at $204K in Q1 2026. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Farther Finance Advisors held 2,850 shares of Invesco Water Resources ETF worth $197K as of Q2 2026.
Farther Finance Advisors sold 165 Invesco Water Resources ETF shares in Q2 2026, an estimated $11.1K.
Invesco Water Resources ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2250 holding.
Farther Finance Advisors first reported a position in Invesco Water Resources ETF in Q2 2023 and has held it in 13 quarters since.
Farther Finance Advisors's Invesco Water Resources ETF position peaked at $204K in Q1 2026.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.