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Money Design’s Invesco Water Resources ETF PHO Stock Holding History

Money Design’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
Q2 		$3.91M Sell
55,953
-6,138
-10% -$407K 0.18% 45
2025
Q1 		$4.01M Sell
62,091
-6,128
-9% -$408K 0.2% 47
2024
Q4 		$4.49M Sell
68,219
-11,471
-14% -$800K 0.23% 45
2024
Q3 		$5.62M Sell
79,690
-13,061
-14% -$887K 0.28% 45
2024
Q2 		$6.02M Sell
92,751
-28,475
-23% -$1.87M 0.32% 43
2024
Q1 		$8.07M Sell
121,226
-35,262
-23% -$2.19M 0.44% 41
2023
Q4 		$9.52M Sell
156,488
-63,706
-29% -$3.51M 0.54% 39
2023
Q3 		$11.7M Sell
220,194
-53,338
-19% -$2.99M 0.71% 38
2023
Q2 		$15.4M Sell
273,532
-37,419
-12% -$2M 0.91% 34
2023
Q1 		$16.6M Sell
310,951
-6,844
-2% -$363K 0.98% 32
2022
Q4 		$16.4M Buy
317,795
+77,509
+32% +$3.91M 1.03% 34
2022
Q3 		$11M Buy
240,286
+111,926
+87% +$5.59M 0.78% 41
2022
Q2 		$5.93M Buy
128,360
+18,128
+16% +$884K 0.44% 57
2022
Q1 		$5.84M Buy
110,232
+20,451
+23% +$1.08M 0.4% 57
2021
Q4 		$5.44M Buy
+89,781
New +$5.22M 0.37% 56

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Money Design's PHO Position: Q2 2025 in Review

Money Design reduced its Invesco Water Resources ETF (PHO) stake by 9.9% in Q2 2025, selling an estimated $407K and leaving 55,953 shares worth $3.91M. The position accounts for 0.18% of the portfolio, ranked #45.

Money Design first reported a position in PHO in Q4 2021 and has held it in 15 quarters since. The position peaked at $16.6M in Q1 2023. 393 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

  • Money Design held 55,953 shares of Invesco Water Resources ETF worth $3.91M as of Q2 2025.
  • Money Design sold 6,138 Invesco Water Resources ETF shares in Q2 2025, an estimated $407K.
  • Invesco Water Resources ETF made up 0.18% of Money Design's portfolio in Q2 2025, its #45 holding.
  • Money Design first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 15 quarters since.
  • Money Design's Invesco Water Resources ETF position peaked at $16.6M in Q1 2023.
  • 393 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.