Motiv8 Investments’s Invesco Water Resources ETF PHO Stock Holding History

Motiv8 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
2025 Q4	$55K	Buy	+775	New	+$55.8K	0.03%	223

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Motiv8 Investments's PHO Position: Q4 2025 in Review

Motiv8 Investments opened a new position in Invesco Water Resources ETF (PHO) in Q4 2025: 775 shares worth $55K. The stake represents 0.03% of the portfolio and ranks #223 among its holdings.

380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

Motiv8 Investments held 775 shares of Invesco Water Resources ETF worth $55K as of Q4 2025.
Invesco Water Resources ETF was a new Motiv8 Investments position in Q4 2025.
Invesco Water Resources ETF made up 0.03% of Motiv8 Investments's portfolio in Q4 2025, its #223 holding.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.