FFA
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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
Q3 		$544K Buy
8,025
+5,175
+182% +$362K ﹤0.01% 1521
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

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
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 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
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

Farther Finance Advisors's PHO Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco Water Resources ETF (PHO) stake by 182% in Q3 2026, buying an estimated $362K and bringing the position to 8,025 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Farther Finance Advisors first reported a position in PHO in Q2 2023 and has held it in 14 quarters since. 23 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • Farther Finance Advisors held 8,025 shares of Invesco Water Resources ETF worth $544K as of Q3 2026.
  • Farther Finance Advisors bought 5,175 Invesco Water Resources ETF shares in Q3 2026, an estimated $362K.
  • Invesco Water Resources ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1521 holding.
  • Farther Finance Advisors first reported a position in Invesco Water Resources ETF in Q2 2023 and has held it in 14 quarters since.
  • 23 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.