Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Invesco Water Resources ETF PHO Stock Holding History

Kovitz Investment Group Partners’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
-13,851
Closed -$999K – 1079
2025
Q3 		$999K Sell
13,851
-1,573
-10% -$113K ﹤0.01% 845
2025
Q2 		$1.08M Buy
15,424
+3,532
+30% +$234K ﹤0.01% 786
2025
Q1 		$767K Sell
11,892
-28
-0.2% -$1.86K ﹤0.01% 804
2024
Q4 		$784K Buy
11,920
+100
+0.8% +$6.97K ﹤0.01% 775
2024
Q3 		$789K Buy
11,820
+1,375
+13% +$93.4K 0.01% 681
2024
Q2 		$678K Sell
10,445
-870
-8% -$57.2K 0.01% 613
2024
Q1 		$753K Buy
11,315
+2,495
+28% +$155K 0.01% 451
2023
Q4 		$537K Sell
8,820
-100
-1% -$5.51K 0.01% 326
2023
Q3 		$474K Sell
8,920
-425
-5% -$23.9K 0.01% 331
2023
Q2 		$527K Sell
9,345
-50
-0.5% -$2.67K 0.01% 338
2023
Q1 		$501K Buy
9,395
+635
+7% +$33.6K 0.01% 346
2022
Q4 		$451K Buy
8,760
+450
+5% +$22.7K 0.01% 338
2022
Q3 		$380K Sell
8,310
-865
-9% -$43.2K 0.01% 342
2022
Q2 		$424K Sell
9,175
-90
-1% -$4.39K 0.01% 345
2022
Q1 		$491K Sell
9,265
-3,496
-27% -$185K 0.01% 343
2021
Q4 		$593K Buy
12,761
+1,471
+13% +$85.5K 0.01% 332
2021
Q3 		$618K Sell
11,290
-300
-3% -$17K 0.01% 337
2021
Q2 		$620K Sell
11,590
-174
-1% -$9.1K 0.01% 348
2021
Q1 		$581K Sell
11,764
-797
-6% -$38.6K 0.01% 332
2020
Q4 		$583K Sell
12,561
-1,490
-11% -$65.2K 0.01% 330
2020
Q3 		$558K Sell
14,051
-760
-5% -$29.7K 0.02% 315
2020
Q2 		$538K Sell
14,811
-10,052
-40% -$349K 0.02% 306
2020
Q1 		$779K Sell
24,863
-1,125
-4% -$41.7K 0.03% 264
2019
Q4 		$1M Hold
25,988
– – 0.03% 268
2019
Q3 		$951K Sell
25,988
-250
-1% -$9K 0.03% 268
2019
Q2 		$934K Sell
26,238
-50
-0.2% -$1.71K 0.03% 272
2019
Q1 		$893K Buy
+26,288
New +$838K 0.03% 286

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kovitz Investment Group Partners's PHO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 13,851 shares — an estimated $999K sold.

Kovitz Investment Group Partners first reported a position in PHO in Q1 2019 and held it in 27 quarters. The position peaked at $1.08M in Q2 2025. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 13,851 Invesco Water Resources ETF shares in Q4 2025, an estimated $999K.
  • Kovitz Investment Group Partners first reported a position in Invesco Water Resources ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Invesco Water Resources ETF position peaked at $1.08M in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.