HI
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Harbour Investments’s Invesco Water Resources ETF PHO Stock Holding History

Harbour Investments’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
Q1 		$260K Sell
3,888
-157
-4% -$11.2K ﹤0.01% 1386
2025
Q4 		$285K Sell
4,045
-5
-0.1% -$360 0.01% 1117
2025
Q3 		$292K Buy
4,050
+1,309
+48% +$93.8K 0.01% 1073
2025
Q2 		$192K Buy
2,741
+33
+1% +$2.19K ﹤0.01% 1194
2025
Q1 		$175K Sell
2,708
-288
-10% -$19.2K 0.01% 1157
2024
Q4 		$197K Buy
2,996
+29
+1% +$2.02K 0.01% 1056
2024
Q3 		$209K Buy
2,967
+139
+5% +$9.44K 0.01% 997
2024
Q2 		$184K Sell
2,828
-590
-17% -$38.8K 0.01% 980
2024
Q1 		$228K Sell
3,418
-227
-6% -$14.1K 0.01% 868
2023
Q4 		$222K Buy
3,645
+1,403
+63% +$77.3K 0.01% 825
2023
Q3 		$119K Buy
2,242
+1,317
+142% +$73.9K 0.01% 977
2023
Q2 		$52.2K Sell
925
-369
-29% -$19.7K ﹤0.01% 1348
2023
Q1 		$69K Hold
1,294
– – ﹤0.01% 1212
2022
Q4 		$66.7K Sell
1,294
-295
-19% -$14.9K ﹤0.01% 1183
2022
Q3 		$73K Hold
1,589
– – ﹤0.01% 1114
2022
Q2 		$73K Buy
+1,589
New +$77.5K ﹤0.01% 1114
2021
Q4 		$82K Buy
1,351
+58
+4% +$3.37K ﹤0.01% 1057
2021
Q3 		$71K Buy
1,293
+795
+160% +$45.1K ﹤0.01% 1562
2021
Q2 		$27K Buy
498
+2
+0.4% +$105 ﹤0.01% 2170
2021
Q1 		$25K Buy
+496
New +$24K ﹤0.01% 2091

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Harbour Investments's PHO Position: Q1 2026 in Review

Harbour Investments reduced its Invesco Water Resources ETF (PHO) stake by 3.9% in Q1 2026, selling an estimated $11.2K and leaving 3,888 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Harbour Investments first reported a position in PHO in Q1 2021 and has held it in 20 quarters since. The position peaked at $292K in Q3 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Harbour Investments held 3,888 shares of Invesco Water Resources ETF worth $260K as of Q1 2026.
  • Harbour Investments sold 157 Invesco Water Resources ETF shares in Q1 2026, an estimated $11.2K.
  • Invesco Water Resources ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1386 holding.
  • Harbour Investments first reported a position in Invesco Water Resources ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Invesco Water Resources ETF position peaked at $292K in Q3 2025.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.