Lowe Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Lowe Wealth Advisors’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 Q3	$505	Hold	7	–	–	﹤0.01%	374
2025 Q2	$489	Hold	7	–	–	﹤0.01%	347
2025 Q1	$452	Hold	7	–	–	﹤0.01%	355
2024 Q4	$461	Hold	7	–	–	﹤0.01%	344
2024 Q3	$494	Hold	7	–	–	﹤0.01%	301
2024 Q2	$454	Hold	7	–	–	﹤0.01%	298
2024 Q1	$466	Hold	7	–	–	﹤0.01%	291
2023 Q4	$426	Hold	7	–	–	﹤0.01%	297
2023 Q3	$372	Hold	7	–	–	﹤0.01%	292
2023 Q2	$395	Buy	+7	New	+$374	﹤0.01%	338
2015 Q2	–	Sell	-96,782	Closed	-$2.41M	–	236
2015 Q1	$2.41M	Buy	96,782 +2,402	+3%	+$60K	1.64%	17
2014 Q4	$2.43M	Buy	+94,380	New	+$2.39M	1.74%	15

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lowe Wealth Advisors's PHO Position: Q3 2025 in Review

Lowe Wealth Advisors held its Invesco Water Resources ETF (PHO) position steady in Q3 2025 at 7 shares worth $505. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Lowe Wealth Advisors first reported a position in PHO in Q4 2014 and has held it in 12 quarters since. The position peaked at $2.43M in Q4 2014. 382 funds tracked by Wall St. Rank hold PHO as of Q3 2025.

Lowe Wealth Advisors held 7 shares of Invesco Water Resources ETF worth $505 as of Q3 2025.
Lowe Wealth Advisors left its Invesco Water Resources ETF share count unchanged in Q3 2025.
Invesco Water Resources ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #374 holding.
Lowe Wealth Advisors first reported a position in Invesco Water Resources ETF in Q4 2014 and has held it in 12 quarters since.
Lowe Wealth Advisors's Invesco Water Resources ETF position peaked at $2.43M in Q4 2014.
382 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.