Prospera Financial Services’s Invesco Water Resources ETF PHO Stock Holding History

Prospera Financial Services’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	-6,418	Closed	-$464K	–	1419
2025 Q3	$464K	Buy	6,418 +16	+0.2%	+$1.15K	0.01%	964
2025 Q2	$448K	Sell	6,402 -333	-5%	-$22.1K	0.01%	949
2025 Q1	$435K	Buy	6,735 +1,440	+27%	+$95.8K	0.01%	834
2024 Q4	$349K	Buy	5,295 +1,845	+53%	+$129K	0.01%	872
2024 Q3	$244K	Buy	3,450 +65	+2%	+$4.41K	0.01%	1008
2024 Q2	$220K	Buy	3,385 +110	+3%	+$7.24K	0.01%	1042
2024 Q1	$218K	Sell	3,275 -578	-15%	-$35.9K	0.01%	1012
2023 Q4	$234K	Sell	3,853 -857	-18%	-$47.2K	0.01%	943
2023 Q3	$251K	Sell	4,710 -233	-5%	-$13.1K	0.01%	872
2023 Q2	$279K	Buy	+4,943	New	+$264K	0.01%	833
2022 Q2	–	Sell	-738	Closed	-$39K	–	2325
2022 Q1	$39K	Buy	+738	New	+$39.1K	﹤0.01%	1480

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

Prospera Financial Services's PHO Position: Q4 2025 in Review

Prospera Financial Services sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 6,418 shares — an estimated $464K sold.

Prospera Financial Services first reported a position in PHO in Q1 2022 and held it in 11 quarters. The position peaked at $464K in Q3 2025. 381 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

Prospera Financial Services reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 6,418 Invesco Water Resources ETF shares in Q4 2025, an estimated $464K.
Prospera Financial Services first reported a position in Invesco Water Resources ETF in Q1 2022 and held it in 11 quarters.
Prospera Financial Services's Invesco Water Resources ETF position peaked at $464K in Q3 2025.
381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.