Gerber LLC’s Invesco Water Resources ETF PHO Stock Holding History

Gerber LLC’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	$541K	Hold	7,835	–	–	0.25%	46
2026 Q1	$524K	Hold	7,835	–	–	0.29%	39
2025 Q4	$552K	Hold	7,835	–	–	0.31%	39
2025 Q3	$565K	Hold	7,835	–	–	0.36%	32
2025 Q2	$548K	Hold	7,835	–	–	0.39%	43
2025 Q1	$506K	Hold	7,835	–	–	0.42%	41
2024 Q4	$515K	Sell	7,835 -192	-2%	-$13.4K	0.38%	41
2024 Q3	$566K	Hold	8,027	–	–	0.42%	39
2024 Q2	$521K	Sell	8,027 -386	-5%	-$25.4K	0.41%	43
2024 Q1	$560K	Sell	8,413 -4,155	-33%	-$258K	0.47%	37
2023 Q4	$765K	Buy	+12,568	New	+$692K	0.69%	27

Other funds holding PHO

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

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

ACA

AllStreet Capital Advisors Los Angeles, California $154M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

RMAM

Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Gerber LLC's PHO Position: Q2 2026 in Review

Gerber LLC held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 7,835 shares worth $541K. The position accounts for 0.25% of the portfolio, ranked #46.

Gerber LLC first reported a position in PHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $765K in Q4 2023. 173 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Gerber LLC held 7,835 shares of Invesco Water Resources ETF worth $541K as of Q2 2026.
Gerber LLC left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.25% of Gerber LLC's portfolio in Q2 2026, its #46 holding.
Gerber LLC first reported a position in Invesco Water Resources ETF in Q4 2023 and has held it in 11 quarters since.
Gerber LLC's Invesco Water Resources ETF position peaked at $765K in Q4 2023.
173 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.