GLLW
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Graves Light Lenhart Wealth’s Invesco Water Resources ETF PHO Stock Holding History

Graves Light Lenhart Wealth’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 		$387K Buy
5,701
+1
+0% +$70 0.04% 138
2026
Q2 		$394K Buy
5,700
+2
+0% +$135 0.04% 139
2026
Q1 		$381K Buy
5,698
+2
+0% +$142 0.04% 130
2025
Q4 		$401K Sell
5,696
-320
-5% -$23.1K 0.04% 125
2025
Q3 		$434K Hold
6,016
– – 0.05% 122
2025
Q2 		$421K Sell
6,016
-180
-3% -$11.9K 0.05% 124
2025
Q1 		$400K Hold
6,196
– – 0.05% 123
2024
Q4 		$408K Hold
6,196
– – 0.05% 126
2024
Q3 		$437K Hold
6,196
– – 0.05% 120
2024
Q2 		$395K Hold
6,196
– – 0.05% 120
2024
Q1 		$412K Sell
6,196
-150
-2% -$9.32K 0.05% 117
2023
Q4 		$386K Hold
6,346
– – 0.05% 124
2023
Q3 		$336K Hold
6,346
– – 0.05% 126
2023
Q2 		$358K Hold
6,346
– – 0.05% 129
2023
Q1 		$339K Hold
6,346
– – 0.05% 119
2022
Q4 		$327K Hold
6,346
– – 0.05% 127
2022
Q3 		$290K Hold
6,346
– – 0.05% 135
2022
Q2 		$293K Hold
6,346
– – 0.04% 140
2022
Q1 		$336K Sell
6,346
-154
-2% -$8.16K 0.05% 131
2021
Q4 		$395K Hold
6,500
– – 0.06% 131
2021
Q3 		$356K Hold
6,500
– – 0.06% 129
2021
Q2 		$348K Hold
6,500
– – 0.06% 129
2021
Q1 		$321K Hold
6,500
– – 0.06% 136
2020
Q4 		$302K Hold
6,500
– – 0.06% 129
2020
Q3 		$258K Hold
6,500
– – 0.06% 129
2020
Q2 		$236K Sell
6,500
-79
-1% -$2.74K 0.06% 134
2020
Q1 		$206K Hold
6,579
– – 0.06% 137
2019
Q4 		$254K Hold
6,579
– – 0.05% 144
2019
Q3 		$242K Buy
+6,579
New +$237K 0.05% 150

Other funds holding PHO

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

Graves Light Lenhart Wealth's PHO Position: Q3 2026 in Review

Graves Light Lenhart Wealth increased its Invesco Water Resources ETF (PHO) stake by 0.02% in Q3 2026, buying an estimated $70 and bringing the position to 5,701 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #138.

Graves Light Lenhart Wealth first reported a position in PHO in Q3 2019 and has held it in 29 quarters since. The position peaked at $437K in Q3 2024. 26 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • Graves Light Lenhart Wealth held 5,701 shares of Invesco Water Resources ETF worth $387K as of Q3 2026.
  • Graves Light Lenhart Wealth bought 1 Invesco Water Resources ETF share in Q3 2026, an estimated $70.
  • Invesco Water Resources ETF made up 0.04% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #138 holding.
  • Graves Light Lenhart Wealth first reported a position in Invesco Water Resources ETF in Q3 2019 and has held it in 29 quarters since.
  • Graves Light Lenhart Wealth's Invesco Water Resources ETF position peaked at $437K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.