Larson Financial Group
PHO icon

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

Larson 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 		$95.3K Sell
1,405
-145
-9% -$10.2K ﹤0.01% 1265
2026
Q2 		$107K Sell
1,550
-670
-30% -$45.2K ﹤0.01% 1147
2026
Q1 		$148K Sell
2,220
-1,020
-31% -$72.6K ﹤0.01% 824
2025
Q4 		$228K Sell
3,240
-1,461
-31% -$105K 0.01% 664
2025
Q3 		$339K Buy
4,701
+3
+0.1% +$215 0.01% 578
2025
Q2 		$328K Sell
4,698
-529
-10% -$35.1K 0.01% 545
2025
Q1 		$337K Sell
5,227
-327
-6% -$21.8K 0.02% 491
2024
Q4 		$365K Sell
5,554
-33
-0.6% -$2.3K 0.02% 430
2024
Q3 		$394K Buy
5,587
+5,062
+964% +$344K 0.02% 400
2024
Q2 		$34.1K Buy
+525
New +$34.5K ﹤0.01% 901

Other funds holding PHO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return
First National Bank & Trust Co of Newtown
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $506M AUM 15.68% 1-Year Est. Return
AllStreet Capital Advisors
AllStreet Capital Advisors Los Angeles, California $152M AUM 11.37% 1-Year Est. Return

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

Larson Financial Group reduced its Invesco Water Resources ETF (PHO) stake by 9.4% in Q3 2026, selling an estimated $10.2K and leaving 1,405 shares worth $95.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Larson Financial Group first reported a position in PHO in Q2 2024 and has held it in 10 quarters since. The position peaked at $394K in Q3 2024. 215 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • Larson Financial Group held 1,405 shares of Invesco Water Resources ETF worth $95.3K as of Q3 2026.
  • Larson Financial Group sold 145 Invesco Water Resources ETF shares in Q3 2026, an estimated $10.2K.
  • Invesco Water Resources ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1265 holding.
  • Larson Financial Group first reported a position in Invesco Water Resources ETF in Q2 2024 and has held it in 10 quarters since.
  • Larson Financial Group's Invesco Water Resources ETF position peaked at $394K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.