HighTower Advisors
PHO icon

HighTower Advisors’s Invesco Water Resources ETF PHO Stock Holding History

HighTower Advisors’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 		$2.83M Sell
41,026
-10,373
-20% -$700K ﹤0.01% 1561
2026
Q1 		$3.44M Buy
51,399
+2,218
+5% +$158K ﹤0.01% 1399
2025
Q4 		$3.46M Sell
49,181
-370,783
-88% -$26.7M ﹤0.01% 1361
2025
Q3 		$30.3M Buy
419,964
+3,308
+0.8% +$237K 0.03% 474
2025
Q2 		$29.1M Buy
416,656
+778
+0.2% +$51.6K 0.04% 461
2025
Q1 		$26.8M Buy
415,878
+4,603
+1% +$306K 0.04% 452
2024
Q4 		$27.1M Buy
411,275
+5,881
+1% +$410K 0.04% 437
2024
Q3 		$28.6M Buy
405,394
+287
+0.1% +$19.5K 0.04% 425
2024
Q2 		$26.3M Buy
405,107
+11,662
+3% +$767K 0.04% 424
2024
Q1 		$26.2M Sell
393,445
-44,618
-10% -$2.77M 0.04% 410
2023
Q4 		$26.7M Sell
438,063
-15,662
-3% -$863K 0.04% 394
2023
Q3 		$24.1M Sell
453,725
-2,844
-0.6% -$160K 0.05% 388
2023
Q2 		$25.7M Buy
456,569
+7,939
+2% +$424K 0.05% 353
2023
Q1 		$23.9M Buy
448,630
+405,033
+929% +$21.5M 0.05% 353
2022
Q4 		$2.25M Buy
43,597
+9,154
+27% +$462K 0.01% 1222
2022
Q3 		$1.58M Buy
34,443
+301
+0.9% +$15K ﹤0.01% 1370
2022
Q2 		$1.58M Buy
34,142
+1,879
+6% +$91.6K ﹤0.01% 1386
2022
Q1 		$1.72M Buy
32,263
+685
+2% +$36.3K ﹤0.01% 1461
2021
Q4 		$1.92M Buy
31,578
+675
+2% +$39.2K ﹤0.01% 1385
2021
Q3 		$1.69M Buy
30,903
+2,420
+8% +$137K ﹤0.01% 1355
2021
Q2 		$1.53M Buy
28,483
+1,146
+4% +$59.9K ﹤0.01% 1392
2021
Q1 		$1.35M Sell
27,337
-3,961
-13% -$192K ﹤0.01% 1393
2020
Q4 		$1.45M Buy
31,298
+556
+2% +$24.3K 0.01% 1058
2020
Q3 		$1.22M Sell
30,742
-482
-2% -$18.9K 0.01% 1113
2020
Q2 		$1.14M Sell
31,224
-226,229
-88% -$7.85M 0.01% 1051
2020
Q1 		$8.06M Buy
257,453
+3,332
+1% +$124K 0.05% 323
2019
Q4 		$9.81M Buy
254,121
+223,669
+734% +$8.3M 0.06% 339
2019
Q3 		$1.12M Buy
30,452
+1,931
+7% +$69.5K 0.01% 1129
2019
Q2 		$1.02M Buy
28,521
+806
+3% +$27.6K 0.01% 1181
2019
Q1 		$943K Sell
27,715
-8,987
-24% -$287K 0.01% 1160
2018
Q4 		$1.04M Buy
36,702
+7,691
+27% +$227K 0.01% 1023
2018
Q3 		$923K Buy
29,011
+641
+2% +$20.2K 0.01% 1160
2018
Q2 		$854K Buy
28,370
+568
+2% +$17.4K 0.01% 1196
2018
Q1 		$843K Sell
27,802
-21
-0.1% -$642 0.01% 1160
2017
Q4 		$841K Buy
27,823
+20
+0.1% +$591 0.01% 1200
2017
Q3 		$794K Sell
27,803
-500
-2% -$13.7K 0.01% 1212
2017
Q2 		$764K Buy
28,303
+725
+3% +$19.3K 0.01% 1182
2017
Q1 		$718K Sell
27,578
-10
-0% -$255 0.01% 1175
2016
Q4 		$677K Buy
27,588
+5,885
+27% +$143K 0.01% 1135
2016
Q3 		$533K Sell
21,703
-188
-0.9% -$4.56K 0.01% 1222
2016
Q2 		$515K Sell
21,891
-198
-0.9% -$4.53K 0.01% 1121
2016
Q1 		$483K Sell
22,089
-7,528
-25% -$154K ﹤0.01% 1388
2015
Q4 		$643K Buy
29,617
+49
+0.2% +$1.08K 0.01% 1189
2015
Q3 		$609K Buy
29,568
+3,972
+16% +$90.9K 0.01% 1119
2015
Q2 		$638K Sell
25,596
-234,806
-90% -$5.98M 0.01% 935
2015
Q1 		$6.48M Buy
260,402
+9,384
+4% +$234K 0.1% 227
2014
Q4 		$6.46M Sell
251,018
-6,257
-2% -$159K 0.1% 228
2014
Q3 		$6.33M Buy
257,275
+5,794
+2% +$149K 0.11% 226
2014
Q2 		$6.69M Sell
251,481
-22,726
-8% -$598K 0.12% 196
2014
Q1 		$7.32M Sell
274,207
-10,702
-4% -$280K 0.14% 166
2013
Q4 		$7.47M Sell
284,909
-3,228
-1% -$80K 0.15% 156
2013
Q3 		$6.89M Buy
288,137
+15,392
+6% +$355K 0.17% 150
2013
Q2 		$6.01M Buy
+272,745
New +$6.11M 0.16% 143

Other funds holding PHO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WP
WealthSpring Partners Long Beach, California $116M AUM
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

HighTower Advisors's PHO Position: Q2 2026 in Review

HighTower Advisors reduced its Invesco Water Resources ETF (PHO) stake by 20% in Q2 2026, selling an estimated $700K and leaving 41,026 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

HighTower Advisors first reported a position in PHO in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.3M in Q3 2025. 219 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • HighTower Advisors held 41,026 shares of Invesco Water Resources ETF worth $2.83M as of Q2 2026.
  • HighTower Advisors sold 10,373 Invesco Water Resources ETF shares in Q2 2026, an estimated $700K.
  • Invesco Water Resources ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1561 holding.
  • HighTower Advisors first reported a position in Invesco Water Resources ETF in Q2 2013 and has held it in 53 quarters since.
  • HighTower Advisors's Invesco Water Resources ETF position peaked at $30.3M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.