First Horizon Advisors’s Invesco Water Resources ETF PHO Stock Holding History

First Horizon 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
2025 Q2	$145K	Hold	2,070	–	–	﹤0.01%	611
2025 Q1	$134K	Hold	2,070	–	–	﹤0.01%	602
2024 Q4	$136K	Sell	2,070 -28	-1%	-$1.95K	﹤0.01%	610
2024 Q3	$148K	Sell	2,098 -15	-0.7%	-$1.02K	﹤0.01%	614
2024 Q2	$137K	Hold	2,113	–	–	﹤0.01%	601
2024 Q1	$141K	Hold	2,113	–	–	﹤0.01%	596
2023 Q4	$129K	Hold	2,113	–	–	﹤0.01%	594
2023 Q3	$112K	Hold	2,113	–	–	﹤0.01%	596
2023 Q2	$119K	Sell	2,113 -199	-9%	-$10.6K	﹤0.01%	593
2023 Q1	$123K	Sell	2,312 -92	-4%	-$4.88K	﹤0.01%	591
2022 Q4	$124K	Buy	2,404 +291	+14%	+$14.7K	﹤0.01%	561
2022 Q3	$97K	Hold	2,113	–	–	﹤0.01%	627
2022 Q2	$98K	Hold	2,113	–	–	﹤0.01%	676
2022 Q1	$112K	Hold	2,113	–	–	0.01%	473
2021 Q4	$129K	Hold	2,113	–	–	﹤0.01%	608
2021 Q3	$116K	Buy	2,113 +2,000	+1,770%	+$114K	﹤0.01%	636
2021 Q2	$6K	Buy	+113	New	+$5.91K	﹤0.01%	1490
2015 Q3	–	Sell	-739	Closed	-$18K	–	1437
2015 Q2	$18K	Hold	739	–	–	﹤0.01%	870
2015 Q1	$18K	Sell	739 -500	-40%	-$12.5K	﹤0.01%	867
2014 Q4	$32K	Buy	1,239 +739	+148%	+$18.7K	﹤0.01%	677
2014 Q3	$12K	Hold	500	–	–	﹤0.01%	1019
2014 Q2	$13K	Buy	+500	New	+$13.2K	﹤0.01%	974

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 $377B AUM 19.32% 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 $94.2B AUM 21.24% 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 $173B AUM 20.72% 1-Year Est. Return

First Horizon Advisors's PHO Position: Q2 2025 in Review

First Horizon Advisors held its Invesco Water Resources ETF (PHO) position steady in Q2 2025 at 2,070 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

First Horizon Advisors first reported a position in PHO in Q2 2014 and has held it in 22 quarters since. The position peaked at $148K in Q3 2024. 393 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

First Horizon Advisors held 2,070 shares of Invesco Water Resources ETF worth $145K as of Q2 2025.
First Horizon Advisors left its Invesco Water Resources ETF share count unchanged in Q2 2025.
Invesco Water Resources ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #611 holding.
First Horizon Advisors first reported a position in Invesco Water Resources ETF in Q2 2014 and has held it in 22 quarters since.
First Horizon Advisors's Invesco Water Resources ETF position peaked at $148K in Q3 2024.
393 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.