Prism Advisors
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Prism Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Prism 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
2026
Q3 		$12M Sell
176,546
-2,576
-1% -$180K 3.02% 14
2026
Q2 		$12.4M Sell
179,122
-7,306
-4% -$493K 3.01% 14
2026
Q1 		$12.5M Buy
186,428
+19,912
+12% +$1.42M 3.33% 11
2025
Q4 		$11.7M Sell
166,516
-425
-0.3% -$30.6K 3.13% 12
2025
Q3 		$12M Buy
166,941
+3,923
+2% +$281K 3.25% 11
2025
Q2 		$11.4M Sell
163,018
-34,524
-17% -$2.29M 3.25% 11
2025
Q1 		$12.7M Sell
197,542
-8,810
-4% -$586K 3.92% 11
2024
Q4 		$13.6M Buy
206,352
+18,054
+10% +$1.26M 4.07% 10
2024
Q3 		$13.3M Buy
188,298
+38,476
+26% +$2.61M 3.8% 10
2024
Q2 		$9.7M Buy
149,822
+140,486
+1,505% +$9.24M 2.95% 15
2024
Q1 		$621K Buy
9,336
+428
+5% +$26.6K 0.19% 37
2023
Q4 		$542K Buy
8,908
+3,353
+60% +$185K 0.17% 43
2023
Q3 		$295K Buy
+5,555
New +$312K 0.1% 49

Other funds holding PHO

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return
WealthSpring Partners
WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Rockingstone Advisors
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 27.79% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Prism Advisors's PHO Position: Q3 2026 in Review

Prism Advisors reduced its Invesco Water Resources ETF (PHO) stake by 1.4% in Q3 2026, selling an estimated $180K and leaving 176,546 shares worth $12M. The position accounts for 3.02% of the portfolio, ranked #14.

Prism Advisors first reported a position in PHO in Q3 2023 and has held it in 13 quarters since. The position peaked at $13.6M in Q4 2024. 72 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • Prism Advisors held 176,546 shares of Invesco Water Resources ETF worth $12M as of Q3 2026.
  • Prism Advisors sold 2,576 Invesco Water Resources ETF shares in Q3 2026, an estimated $180K.
  • Invesco Water Resources ETF made up 3.02% of Prism Advisors's portfolio in Q3 2026, its #14 holding.
  • Prism Advisors first reported a position in Invesco Water Resources ETF in Q3 2023 and has held it in 13 quarters since.
  • Prism Advisors's Invesco Water Resources ETF position peaked at $13.6M in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.