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O'Brien Greene & Co’s Invesco Water Resources ETF PHO Stock Holding History

O'Brien Greene & Co’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 		– Sell
-3,200
Closed -$224K – 139
2025
Q2 		$224K Hold
3,200
– – 0.07% 119
2025
Q1 		$206K Hold
3,200
– – 0.07% 126
2024
Q4 		$211K Hold
3,200
– – 0.07% 126
2024
Q3 		$226K Hold
3,200
– – 0.07% 126
2024
Q2 		$208K Hold
3,200
– – 0.07% 129
2024
Q1 		$213K Buy
+3,200
New +$199K 0.07% 124

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $202B AUM 37.79% 1-Year Est. Return

O'Brien Greene & Co's PHO Position: Q3 2025 in Review

O'Brien Greene & Co sold out of Invesco Water Resources ETF (PHO) in Q3 2025, closing a stake of 3,200 shares — an estimated $224K sold.

O'Brien Greene & Co first reported a position in PHO in Q1 2024 and held it in 6 quarters. The position peaked at $226K in Q3 2024. 383 funds tracked by Wall St. Rank hold PHO as of Q3 2025.

  • O'Brien Greene & Co reported no remaining Invesco Water Resources ETF position as of Q3 2025 after selling out during the quarter.
  • O'Brien Greene & Co sold 3,200 Invesco Water Resources ETF shares in Q3 2025, an estimated $224K.
  • O'Brien Greene & Co first reported a position in Invesco Water Resources ETF in Q1 2024 and held it in 6 quarters.
  • O'Brien Greene & Co's Invesco Water Resources ETF position peaked at $226K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2025.

Based on O'Brien Greene & Co's 13F filing for Q3 2025, filed 10 Nov 2025.