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Gitterman Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Gitterman Wealth Management’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
Q3 		$26.6M Sell
368,922
-1,047
-0.3% -$75K 6.1% 7
2025
Q2 		$25.9M Buy
369,969
+6,546
+2% +$434K 6.03% 6
2025
Q1 		$23.4M Buy
+363,423
New +$24.2M 6.23% 6

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gitterman Wealth Management's PHO Position: Q3 2025 in Review

Gitterman Wealth Management reduced its Invesco Water Resources ETF (PHO) stake by 0.28% in Q3 2025, selling an estimated $75K and leaving 368,922 shares worth $26.6M. The position accounts for 6.1% of the portfolio, ranked #7.

Gitterman Wealth Management first reported a position in PHO in Q1 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold PHO as of Q3 2025.

  • Gitterman Wealth Management held 368,922 shares of Invesco Water Resources ETF worth $26.6M as of Q3 2025.
  • Gitterman Wealth Management sold 1,047 Invesco Water Resources ETF shares in Q3 2025, an estimated $75K.
  • Invesco Water Resources ETF made up 6.1% of Gitterman Wealth Management's portfolio in Q3 2025, its #7 holding.
  • Gitterman Wealth Management first reported a position in Invesco Water Resources ETF in Q1 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.