Polianta Ltd’s Invesco Water Resources ETF PHO Stock Holding History

Polianta Ltd’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
2026 Q2	–	Sell	-153,700	Closed	-$10.3M	–	105
2026 Q1	$10.3M	Hold	153,700	–	–	1.36%	9
2025 Q4	$10.8M	Sell	153,700 -67,900	-31%	-$4.89M	1.42%	8
2025 Q3	$16M	Hold	221,600	–	–	6.58%	2
2025 Q2	$15.5M	Hold	221,600	–	–	6.68%	2
2025 Q1	$14.3M	Hold	221,600	–	–	6.9%	2
2024 Q4	$14.6M	Hold	221,600	–	–	6.97%	5
2024 Q3	$15.6M	Hold	221,600	–	–	7.34%	2
2024 Q2	$14.4M	Hold	221,600	–	–	7.28%	2
2024 Q1	$14.8M	Hold	221,600	–	–	7.19%	1
2023 Q4	$13.5M	Hold	221,600	–	–	7.87%	2
2023 Q3	$11.8M	Hold	221,600	–	–	5.81%	5
2023 Q2	$12.5M	Hold	221,600	–	–	5.8%	5
2023 Q1	$11.8M	Hold	221,600	–	–	5.41%	5
2022 Q4	$11.4M	Hold	221,600	–	–	8.51%	1
2022 Q3	$10.1M	Hold	221,600	–	–	8.32%	2
2022 Q2	$10.2M	Hold	221,600	–	–	8.75%	2
2022 Q1	$11.7M	Hold	221,600	–	–	7.69%	2
2021 Q4	$13.5M	Hold	221,600	–	–	5.81%	5
2021 Q3	$12.1M	Sell	221,600 -206,000	-48%	-$11.7M	5.62%	5
2021 Q2	$22.9M	Sell	427,600 -55,000	-11%	-$2.88M	11.87%	1
2021 Q1	$23.8M	Hold	482,600	–	–	13.21%	1
2020 Q4	$22.4M	Hold	482,600	–	–	12.38%	1
2020 Q3	$19.1M	Hold	482,600	–	–	11.33%	1
2020 Q2	$17.5M	Hold	482,600	–	–	11.36%	1
2020 Q1	$15.1M	Hold	482,600	–	–	10.37%	1
2019 Q4	$18.6M	Buy	+482,600	New	+$17.9M	11.35%	1
2019 Q3	–	Sell	-309,000	Closed	-$11M	–	94
2019 Q2	$11M	Hold	309,000	–	–	4.75%	8
2019 Q1	$10.5M	Hold	309,000	–	–	3.93%	8
2018 Q4	$8.72M	Hold	309,000	–	–	4.34%	6
2018 Q3	$9.83M	Hold	309,000	–	–	4.93%	3
2018 Q2	$9.33M	Hold	309,000	–	–	2.91%	13
2018 Q1	$9.41M	Hold	309,000	–	–	2.89%	12
2017 Q4	$9.35M	Hold	309,000	–	–	3.04%	11
2017 Q3	$8.81M	Hold	309,000	–	–	2.78%	12
2017 Q2	$8.33M	Hold	309,000	–	–	3.5%	9
2017 Q1	$8.04M	Buy	+309,000	New	+$7.89M	4.83%	7

Other funds holding PHO

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

ACA

AllStreet Capital Advisors Los Angeles, California $154M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

RMAM

Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Polianta Ltd's PHO Position: Q2 2026 in Review

Polianta Ltd sold out of Invesco Water Resources ETF (PHO) in Q2 2026, closing a stake of 153,700 shares — an estimated $10.3M sold.

Polianta Ltd first reported a position in PHO in Q1 2017 and held it in 36 quarters. The position peaked at $23.8M in Q1 2021. 160 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Polianta Ltd reported no remaining Invesco Water Resources ETF position as of Q2 2026 after selling out during the quarter.
Polianta Ltd sold 153,700 Invesco Water Resources ETF shares in Q2 2026, an estimated $10.3M.
Polianta Ltd first reported a position in Invesco Water Resources ETF in Q1 2017 and held it in 36 quarters.
Polianta Ltd's Invesco Water Resources ETF position peaked at $23.8M in Q1 2021.
160 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Polianta Ltd's 13F filing for Q2 2026, filed 8 Jul 2026.