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Gill Capital Partners’s Invesco Water Resources ETF PHO Stock Holding History

Gill Capital Partners’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 		– Sell
-260
Closed -$18K – 487
2026
Q2 		$18K Hold
260
– – ﹤0.01% 390
2026
Q1 		$17.4K Buy
+260
New +$18.5K 0.01% 391

Other funds holding PHO

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
WP
WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gill Capital Partners's PHO Position: Q3 2026 in Review

Gill Capital Partners sold out of Invesco Water Resources ETF (PHO) in Q3 2026, closing a stake of 260 shares — an estimated $18K sold.

Gill Capital Partners first reported a position in PHO in Q1 2026 and held it in 2 quarters. The position peaked at $18K in Q2 2026. 30 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • Gill Capital Partners reported no remaining Invesco Water Resources ETF position as of Q3 2026 after selling out during the quarter.
  • Gill Capital Partners sold 260 Invesco Water Resources ETF shares in Q3 2026, an estimated $18K.
  • Gill Capital Partners first reported a position in Invesco Water Resources ETF in Q1 2026 and held it in 2 quarters.
  • Gill Capital Partners's Invesco Water Resources ETF position peaked at $18K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Gill Capital Partners's 13F filing for Q3 2026, filed 13 Oct 2026.