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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
Q3 		$2.71K Hold
40
– – ﹤0.01% 1257
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

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

Harbor Investment Advisory's PHO Position: Q3 2026 in Review

Harbor Investment Advisory held its Invesco Water Resources ETF (PHO) position steady in Q3 2026 at 40 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Harbor Investment Advisory first reported a position in PHO in Q4 2019 and has held it in 5 quarters since. The position peaked at $2.82K in Q4 2025. 23 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • Harbor Investment Advisory held 40 shares of Invesco Water Resources ETF worth $2.71K as of Q3 2026.
  • Harbor Investment Advisory left its Invesco Water Resources ETF share count unchanged in Q3 2026.
  • Invesco Water Resources ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1257 holding.
  • Harbor Investment Advisory first reported a position in Invesco Water Resources ETF in Q4 2019 and has held it in 5 quarters since.
  • Harbor Investment Advisory's Invesco Water Resources ETF position peaked at $2.82K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.