Harbor Investment Advisory’s Invesco Water Resources ETF PHO Stock Holding History

Harbor Investment Advisory’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 Q2	$2.76K	Hold	40	–	–	﹤0.01%	1175
2026 Q1	$2.67K	Hold	40	–	–	﹤0.01%	1089
2025 Q4	$2.82K	Buy	+40	New	+$2.88K	﹤0.01%	1112
2020 Q1	–	Sell	-8	Closed	–	–	1149
2019 Q4	$0	Buy	+8	New	+$297	﹤0.01%	949

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harbor Investment Advisory's PHO Position: Q2 2026 in Review

Harbor Investment Advisory held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 40 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Harbor Investment Advisory first reported a position in PHO in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.82K in Q4 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Harbor Investment Advisory held 40 shares of Invesco Water Resources ETF worth $2.76K as of Q2 2026.
Harbor Investment Advisory left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1175 holding.
Harbor Investment Advisory first reported a position in Invesco Water Resources ETF in Q4 2019 and has held it in 4 quarters since.
Harbor Investment Advisory's Invesco Water Resources ETF position peaked at $2.82K in Q4 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.