Global Retirement Partners’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $57.5K | Buy |
+833
| New | +$56.2K | ﹤0.01% | 2428 |
|
|
2025
Q4 | $32.6K | Buy |
462
+101
| +28% | +$7.28K | ﹤0.01% | 2616 |
|
|
2025
Q3 | $26K | Buy |
361
+1
| +0.3% | +$72 | ﹤0.01% | 2270 |
|
|
2025
Q2 | $25.2K | Buy |
+360
| New | +$23.9K | ﹤0.01% | 2158 |
|
|
2024
Q4 | – | Sell |
-9
| Closed | -$635 | – | 3752 |
|
|
2024
Q3 | $635 | Hold |
9
| – | – | ﹤0.01% | 3234 |
|
|
2024
Q2 | $584 | Hold |
9
| – | – | ﹤0.01% | 3270 |
|
|
2024
Q1 | $599 | Hold |
9
| – | – | ﹤0.01% | 3093 |
|
|
2023
Q4 | $530 | Hold |
9
| – | – | ﹤0.01% | 3066 |
|
|
2023
Q3 | $474 | Hold |
9
| – | – | ﹤0.01% | 2975 |
|
|
2023
Q2 | $508 | Hold |
9
| – | – | ﹤0.01% | 2950 |
|
|
2023
Q1 | $477 | Sell |
9
-1,774
| -99% | -$94K | ﹤0.01% | 2936 |
|
|
2022
Q4 | $91.9K | Hold |
1,783
| – | – | 0.01% | 841 |
|
|
2022
Q3 | $90K | Buy |
1,783
+213
| +14% | +$10.6K | 0.01% | 813 |
|
|
2022
Q2 | $73K | Hold |
1,570
| – | – | 0.01% | 859 |
|
|
2022
Q1 | $75K | Buy |
+1,570
| New | +$83.2K | 0.01% | 852 |
|
|
2021
Q4 | – | Sell |
-1,570
| Closed | -$86K | – | 1351 |
|
|
2021
Q3 | $86K | Buy |
1,570
+150
| +11% | +$8.51K | 0.01% | 693 |
|
|
2021
Q2 | $76K | Hold |
1,420
| – | – | 0.01% | 713 |
|
|
2021
Q1 | $70K | Hold |
1,420
| – | – | 0.01% | 666 |
|
|
2020
Q4 | $66K | Buy |
1,420
+20
| +1% | +$875 | 0.01% | 643 |
|
|
2020
Q3 | $56K | Hold |
1,400
| – | – | 0.01% | 611 |
|
|
2020
Q2 | $51K | Hold |
1,400
| – | – | 0.01% | 636 |
|
|
2020
Q1 | $44K | Hold |
1,400
| – | – | 0.01% | 598 |
|
|
2019
Q4 | $54K | Hold |
1,400
| – | – | 0.01% | 627 |
|
|
2019
Q3 | $51K | Sell |
1,400
-740
| -35% | -$26.6K | 0.01% | 627 |
|
|
2019
Q2 | $76K | Hold |
2,140
| – | – | 0.01% | 516 |
|
|
2019
Q1 | $73K | Sell |
2,140
-355
| -14% | -$11.3K | 0.02% | 454 |
|
|
2018
Q4 | $70K | Buy |
2,495
+384
| +18% | +$11.3K | 0.02% | 447 |
|
|
2018
Q3 | $67K | Hold |
2,111
| – | – | 0.02% | 494 |
|
|
2018
Q2 | $64K | Hold |
2,111
| – | – | 0.02% | 484 |
|
|
2018
Q1 | $64K | Hold |
2,111
| – | – | 0.02% | 467 |
|
|
2017
Q4 | $64K | Buy |
2,111
+1,756
| +495% | +$51.9K | 0.02% | 444 |
|
|
2017
Q3 | $8K | Sell |
355
-71
| -17% | -$1.94K | ﹤0.01% | 902 |
|
|
2017
Q2 | $10K | Hold |
426
| – | – | ﹤0.01% | 789 |
|
|
2017
Q1 | $10K | Hold |
426
| – | – | 0.01% | 748 |
|
|
2016
Q4 | $10K | Buy |
+426
| New | +$10.4K | 0.01% | 695 |
|
Other funds holding PHO
PWM
AI
Global Retirement Partners's PHO Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 833 shares worth $57.5K. The stake represents ﹤0.01% of the portfolio and ranks #2428 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PHO as recently as Q4 2025.
Global Retirement Partners first reported a position in PHO in Q4 2016 and has held it in 35 quarters since. The position peaked at $91.9K in Q4 2022. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.
- Global Retirement Partners held 833 shares of Invesco Water Resources ETF worth $57.5K as of Q2 2026.
- Invesco Water Resources ETF was a new Global Retirement Partners position in Q2 2026.
- Invesco Water Resources ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2428 holding.
- Global Retirement Partners first reported a position in Invesco Water Resources ETF in Q4 2016 and has held it in 35 quarters since.
- Global Retirement Partners's Invesco Water Resources ETF position peaked at $91.9K in Q4 2022.
- 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.