Painted Porch Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Painted Porch Advisors’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	-86	Closed	-$6.18K	–	329
2025 Q3	$6.18K	Hold	86	–	–	﹤0.01%	325
2025 Q2	$5.98K	Buy	86 +1	+1%	+$66	﹤0.01%	317
2025 Q1	$5.51K	Hold	85	–	–	﹤0.01%	327
2024 Q4	$5.62K	Hold	85	–	–	﹤0.01%	312
2024 Q3	$6.01K	Hold	85	–	–	﹤0.01%	280
2024 Q2	$5.53K	Buy	+85	New	+$5.59K	﹤0.01%	253

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

Painted Porch Advisors's PHO Position: Q4 2025 in Review

Painted Porch Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 86 shares — an estimated $6.18K sold.

Painted Porch Advisors first reported a position in PHO in Q2 2024 and held it in 6 quarters. The position peaked at $6.18K in Q3 2025. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

Painted Porch Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 86 Invesco Water Resources ETF shares in Q4 2025, an estimated $6.18K.
Painted Porch Advisors first reported a position in Invesco Water Resources ETF in Q2 2024 and held it in 6 quarters.
Painted Porch Advisors's Invesco Water Resources ETF position peaked at $6.18K in Q3 2025.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.