IFG
PHO icon

Independent Financial Group’s Invesco Water Resources ETF PHO Stock Holding History

Independent Financial Group’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 		$638K Buy
9,407
+510
+6% +$35.7K 0.01% 883
2026
Q2 		$615K Buy
8,897
+2,877
+48% +$194K 0.01% 895
2026
Q1 		$402K Buy
6,020
+870
+17% +$61.9K 0.01% 1033
2025
Q4 		$363K Sell
5,150
-6,236
-55% -$449K 0.01% 1056
2025
Q3 		$821K Buy
11,386
+146
+1% +$10.5K 0.02% 671
2025
Q2 		$786K Buy
11,240
+58
+0.5% +$3.85K 0.02% 620
2025
Q1 		$721K Buy
11,182
+3,727
+50% +$248K 0.02% 577
2024
Q4 		$490K Buy
7,455
+209
+3% +$14.6K 0.02% 693
2024
Q3 		$511K Sell
7,246
-291
-4% -$19.8K 0.02% 644
2024
Q2 		$489K Buy
7,537
+44
+0.6% +$2.9K 0.02% 614
2024
Q1 		$499K Buy
7,493
+284
+4% +$17.6K 0.02% 585
2023
Q4 		$439K Buy
7,209
+405
+6% +$22.3K 0.02% 595
2023
Q3 		$362K Buy
6,804
+1,418
+26% +$79.6K 0.02% 589
2023
Q2 		$304K Buy
5,386
+389
+8% +$20.8K 0.02% 638
2023
Q1 		$267K Buy
+4,997
New +$265K 0.02% 657

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
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
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Independent Financial Group's PHO Position: Q3 2026 in Review

Independent Financial Group increased its Invesco Water Resources ETF (PHO) stake by 5.7% in Q3 2026, buying an estimated $35.7K and bringing the position to 9,407 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #883.

Independent Financial Group first reported a position in PHO in Q1 2023 and has held it in 15 quarters since. The position peaked at $821K in Q3 2025. 26 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • Independent Financial Group held 9,407 shares of Invesco Water Resources ETF worth $638K as of Q3 2026.
  • Independent Financial Group bought 510 Invesco Water Resources ETF shares in Q3 2026, an estimated $35.7K.
  • Invesco Water Resources ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #883 holding.
  • Independent Financial Group first reported a position in Invesco Water Resources ETF in Q1 2023 and has held it in 15 quarters since.
  • Independent Financial Group's Invesco Water Resources ETF position peaked at $821K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.