Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.2K | Hold |
206
| – | – | ﹤0.01% | 504 |
|
|
2026
Q1 | $14.3K | Hold |
206
| – | – | ﹤0.01% | 504 |
|
|
2025
Q4 | $15.1K | Hold |
206
| – | – | ﹤0.01% | 484 |
|
|
2025
Q3 | $15.3K | Hold |
206
| – | – | ﹤0.01% | 490 |
|
|
2025
Q2 | $14.4K | Hold |
206
| – | – | ﹤0.01% | 465 |
|
|
2025
Q1 | $13K | Hold |
206
| – | – | ﹤0.01% | 466 |
|
|
2024
Q4 | $14.1K | Hold |
206
| – | – | ﹤0.01% | 471 |
|
|
2024
Q3 | $14.2K | Hold |
206
| – | – | ﹤0.01% | 481 |
|
|
2024
Q2 | $14.3K | Sell |
206
-74
| -26% | -$4.87K | ﹤0.01% | 471 |
|
|
2024
Q1 | $17.8K | Hold |
280
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $16.6K | Hold |
280
| – | – | ﹤0.01% | 472 |
|
|
2023
Q3 | $14.6K | Hold |
280
| – | – | ﹤0.01% | 502 |
|
|
2023
Q2 | $15.8K | Hold |
280
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $14.9K | Hold |
280
| – | – | ﹤0.01% | 492 |
|
|
2022
Q4 | $14.4K | Hold |
280
| – | – | ﹤0.01% | 484 |
|
|
2022
Q3 | $13K | Sell |
280
-80
| -22% | -$3.99K | ﹤0.01% | 514 |
|
|
2022
Q2 | $17K | Hold |
360
| – | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $19K | Hold |
360
| – | – | ﹤0.01% | 520 |
|
|
2021
Q4 | $22K | Hold |
360
| – | – | ﹤0.01% | 530 |
|
|
2021
Q3 | $20K | Hold |
360
| – | – | ﹤0.01% | 525 |
|
|
2021
Q2 | $19K | Buy |
+360
| New | +$18.8K | ﹤0.01% | 545 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$19K | – | 591 |
|
|
2020
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 511 |
|
|
2020
Q3 | $16K | Hold |
400
| – | – | ﹤0.01% | 482 |
|
|
2020
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 477 |
|
|
2020
Q1 | $13K | Buy |
+400
| New | +$14.8K | ﹤0.01% | 517 |
|
|
2016
Q4 | – | Sell |
-6,000
| Closed | -$148K | – | 609 |
|
|
2016
Q3 | $148K | Hold |
6,000
| – | – | ﹤0.01% | 293 |
|
|
2016
Q2 | $142K | Hold |
6,000
| – | – | ﹤0.01% | 294 |
|
|
2016
Q1 | $132K | Hold |
6,000
| – | – | ﹤0.01% | 291 |
|
|
2015
Q4 | $130K | Sell |
6,000
-4,640
| -44% | -$102K | ﹤0.01% | 314 |
|
|
2015
Q3 | $265K | Hold |
10,640
| – | – | 0.01% | 251 |
|
|
2015
Q2 | $265K | Hold |
10,640
| – | – | 0.01% | 251 |
|
|
2015
Q1 | $265K | Hold |
10,640
| – | – | 0.01% | 260 |
|
|
2014
Q4 | $274K | Hold |
10,640
| – | – | 0.01% | 246 |
|
|
2014
Q3 | $262K | Hold |
10,640
| – | – | 0.01% | 235 |
|
|
2014
Q2 | $283K | Buy |
10,640
+6,000
| +129% | +$158K | 0.01% | 236 |
|
|
2014
Q1 | $124K | Hold |
4,640
| – | – | ﹤0.01% | 315 |
|
|
2013
Q4 | $122K | Buy |
+4,640
| New | +$115K | ﹤0.01% | 305 |
|
Other funds holding PHO
AI
PA
DADC
SCM
ACA
KAS
CCA
RMAM
IA
Loring Wolcott & Coolidge Fiduciary Advisors's PHO Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 206 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #504.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PHO in Q4 2013 and has held it in 37 quarters since. The position peaked at $283K in Q2 2014. 167 funds tracked by Wall St. Rank hold PHO as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 206 shares of Invesco Water Resources ETF worth $14.2K as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors left its Invesco Water Resources ETF share count unchanged in Q2 2026.
- Invesco Water Resources ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #504 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco Water Resources ETF in Q4 2013 and has held it in 37 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's Invesco Water Resources ETF position peaked at $283K in Q2 2014.
- 167 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.