Horizon Investments’s Invesco Water Resources ETF PHO Stock Holding History

Horizon 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	$33.7K	Buy	504 +251	+99%	+$17.9K	﹤0.01%	1153
2025 Q4	$17.8K	Hold	253	–	–	﹤0.01%	1153
2025 Q3	$18.2K	Hold	253	–	–	﹤0.01%	1023
2025 Q2	$17.7K	Hold	253	–	–	﹤0.01%	985
2025 Q1	$16.3K	Hold	253	–	–	﹤0.01%	667
2024 Q4	$16.6K	Buy	+253	New	+$17.6K	﹤0.01%	666
2019 Q2	–	Sell	-848,970	Closed	-$28.8M	–	567
2019 Q1	$28.8M	Buy	+848,970	New	+$27.1M	1.03%	25

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

PWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Horizon Investments's PHO Position: Q1 2026 in Review

Horizon Investments increased its Invesco Water Resources ETF (PHO) stake by 99% in Q1 2026, buying an estimated $17.9K and bringing the position to 504 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Horizon Investments first reported a position in PHO in Q1 2019 and has held it in 7 quarters since. The position peaked at $28.8M in Q1 2019. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

Horizon Investments held 504 shares of Invesco Water Resources ETF worth $33.7K as of Q1 2026.
Horizon Investments bought 251 Invesco Water Resources ETF shares in Q1 2026, an estimated $17.9K.
Invesco Water Resources ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1153 holding.
Horizon Investments first reported a position in Invesco Water Resources ETF in Q1 2019 and has held it in 7 quarters since.
Horizon Investments's Invesco Water Resources ETF position peaked at $28.8M in Q1 2019.
365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

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