LI
PHO icon

LRI Investments’s Invesco Water Resources ETF PHO Stock Holding History

LRI Investments’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
Q1 		$279K Hold
4,170
– – 0.02% 242
2025
Q4 		$294K Sell
4,170
-1,133
-21% -$81.6K 0.02% 234
2025
Q3 		$382K Buy
5,303
+27
+0.5% +$1.93K 0.03% 205
2025
Q2 		$369K Hold
5,276
– – 0.03% 205
2025
Q1 		$340K Buy
5,276
+4,143
+366% +$276K 0.03% 204
2024
Q4 		$74.5K Hold
1,133
– – 0.01% 466
2024
Q3 		$79K Hold
1,133
– – 0.01% 450
2024
Q2 		$73.5K Hold
1,133
– – 0.01% 433
2024
Q1 		$75.4K Buy
+1,133
New +$70.4K 0.02% 234

Other funds holding PHO

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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return