Nilsine Partners’s Invesco Water Resources ETF PHO Stock Holding History

Nilsine Partners’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	–	Sell	-20,428	Closed	-$1.47M	–	420
2025 Q3	$1.47M	Sell	20,428 -837	-4%	-$60K	0.13%	160
2025 Q2	$1.49M	Buy	21,265 +108	+0.5%	+$7.17K	0.15%	148
2025 Q1	$1.37M	Sell	21,157 -2,286	-10%	-$152K	0.15%	140
2024 Q4	$1.54M	Sell	23,443 -944	-4%	-$65.8K	0.17%	135
2024 Q3	$1.72M	Buy	24,387 +491	+2%	+$33.3K	0.22%	110
2024 Q2	$1.55M	Buy	23,896 +420	+2%	+$27.6K	0.21%	122
2024 Q1	$1.56M	Sell	23,476 -366	-2%	-$22.7K	0.21%	121
2023 Q4	$1.45M	Sell	23,842 -379	-2%	-$20.9K	0.22%	117
2023 Q3	$1.29M	Buy	24,221 +340	+1%	+$19.1K	0.19%	129
2023 Q2	$1.35M	Sell	23,881 -396	-2%	-$21.2K	0.2%	129
2023 Q1	$1.3M	Buy	+24,277	New	+$1.29M	0.2%	128

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

Nilsine Partners's PHO Position: Q4 2025 in Review

Nilsine Partners sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 20,428 shares — an estimated $1.47M sold.

Nilsine Partners first reported a position in PHO in Q1 2023 and held it in 11 quarters. The position peaked at $1.72M in Q3 2024. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

Nilsine Partners reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
Nilsine Partners sold 20,428 Invesco Water Resources ETF shares in Q4 2025, an estimated $1.47M.
Nilsine Partners first reported a position in Invesco Water Resources ETF in Q1 2023 and held it in 11 quarters.
Nilsine Partners's Invesco Water Resources ETF position peaked at $1.72M in Q3 2024.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Nilsine Partners's 13F filing for Q4 2025, filed 15 Jan 2026.