Gouws Capital LLC’s Invesco Water Resources ETF PHO Stock Holding History

Gouws Capital 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 Q3	$1.09M	Hold	16,000	–	–	0.51%	28
2026 Q2	$1.11M	Hold	16,000	–	–	0.51%	27
2026 Q1	$1.07M	Hold	16,000	–	–	0.57%	28
2025 Q4	$1.13M	Hold	16,000	–	–	0.6%	29
2025 Q3	$1.15M	Hold	16,000	–	–	0.63%	28
2025 Q2	$1.12M	Hold	16,000	–	–	0.62%	28
2025 Q1	$1.03M	Hold	16,000	–	–	0.62%	28
2024 Q4	$1.05M	Hold	16,000	–	–	0.72%	24
2024 Q3	$1.13M	Hold	16,000	–	–	0.76%	23
2024 Q2	$1.04M	Hold	16,000	–	–	0.74%	23
2024 Q1	$1.07M	Hold	16,000	–	–	0.81%	23
2023 Q4	$974K	Hold	16,000	–	–	0.79%	23
2023 Q3	$851K	Hold	16,000	–	–	0.72%	26
2023 Q2	$902K	Hold	16,000	–	–	0.74%	26
2023 Q1	$854K	Hold	16,000	–	–	0.76%	27
2022 Q4	$825K	Hold	16,000	–	–	0.78%	27
2022 Q3	$732K	Hold	16,000	–	–	0.73%	26
2022 Q2	$740K	Hold	16,000	–	–	0.7%	28
2022 Q1	$848K	Sell	16,000 -8,000	-33%	-$424K	0.69%	28
2021 Q4	$1.46M	Buy	+24,000	New	+$1.4M	1.18%	25

Other funds holding PHO

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Gouws Capital LLC's PHO Position: Q3 2026 in Review

Gouws Capital LLC held its Invesco Water Resources ETF (PHO) position steady in Q3 2026 at 16,000 shares worth $1.09M. The position accounts for 0.51% of the portfolio, ranked #28.

Gouws Capital LLC first reported a position in PHO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q4 2021. 26 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

Gouws Capital LLC held 16,000 shares of Invesco Water Resources ETF worth $1.09M as of Q3 2026.
Gouws Capital LLC left its Invesco Water Resources ETF share count unchanged in Q3 2026.
Invesco Water Resources ETF made up 0.51% of Gouws Capital LLC's portfolio in Q3 2026, its #28 holding.
Gouws Capital LLC first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 20 quarters since.
Gouws Capital LLC's Invesco Water Resources ETF position peaked at $1.46M in Q4 2021.
26 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Gouws Capital LLC's 13F filing for Q3 2026, filed 9 Oct 2026.