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

ORG 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	$3.45K	Sell	49 -544	-92%	-$39.2K	﹤0.01%	1328
2025 Q3	$42.8K	Hold	593	–	–	0.01%	619
2025 Q2	$42.2K	Hold	593	–	–	0.01%	585
2025 Q1	$38.4K	Hold	593	–	–	0.01%	543
2024 Q4	$39K	Hold	593	–	–	0.01%	612
2024 Q3	$41.8K	Hold	593	–	–	0.01%	550
2024 Q2	$37.8K	Buy	+593	New	+$39K	﹤0.01%	884

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

ORG Partners's PHO Position: Q4 2025 in Review

ORG Partners reduced its Invesco Water Resources ETF (PHO) stake by 92% in Q4 2025, selling an estimated $39.2K and leaving 49 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

ORG Partners first reported a position in PHO in Q2 2024 and has held it in 7 quarters since. The position peaked at $42.8K in Q3 2025. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

ORG Partners held 49 shares of Invesco Water Resources ETF worth $3.45K as of Q4 2025.
ORG Partners sold 544 Invesco Water Resources ETF shares in Q4 2025, an estimated $39.2K.
Invesco Water Resources ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1328 holding.
ORG Partners first reported a position in Invesco Water Resources ETF in Q2 2024 and has held it in 7 quarters since.
ORG Partners's Invesco Water Resources ETF position peaked at $42.8K in Q3 2025.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.