Keener Financial Planning’s Invesco Water Resources ETF PHO Stock Holding History

Keener Financial Planning’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
2025 Q4	–	Sell	-600	Closed	-$43K	–	158
2025 Q3	$43K	Hold	600	–	–	0.02%	110
2025 Q2	$41K	Buy	+600	New	+$39.8K	0.02%	111
2025 Q1	–	Sell	-600	Closed	-$39K	–	192
2024 Q4	$39K	Hold	600	–	–	0.02%	99
2024 Q3	$42K	Hold	600	–	–	0.03%	92
2024 Q2	$38K	Hold	600	–	–	0.02%	100
2024 Q1	$40K	Hold	600	–	–	0.03%	102
2023 Q4	$37K	Buy	+600	New	+$33K	0.03%	109

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SWM

Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Keener Financial Planning's PHO Position: Q4 2025 in Review

Keener Financial Planning sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 600 shares — an estimated $43K sold.

Keener Financial Planning first reported a position in PHO in Q4 2023 and held it in 7 quarters. The position peaked at $43K in Q3 2025. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

Keener Financial Planning reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 600 Invesco Water Resources ETF shares in Q4 2025, an estimated $43K.
Keener Financial Planning first reported a position in Invesco Water Resources ETF in Q4 2023 and held it in 7 quarters.
Keener Financial Planning's Invesco Water Resources ETF position peaked at $43K in Q3 2025.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.