Ransom Advisory’s Invesco Water Resources ETF PHO Stock Holding History

Ransom Advisory’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	$63.9K	Buy	+908	New	+$65.4K	0.03%	195
2025 Q1	–	Sell	-908	Closed	-$59.7K	–	388
2024 Q4	$59.7K	Hold	908	–	–	0.03%	197
2024 Q3	$64K	Hold	908	–	–	0.03%	196
2024 Q2	$58.9K	Hold	908	–	–	0.03%	193
2024 Q1	$60.4K	Buy	+908	New	+$56.4K	0.03%	180

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

Ransom Advisory's PHO Position: Q4 2025 in Review

Ransom Advisory opened a new position in Invesco Water Resources ETF (PHO) in Q4 2025: 908 shares worth $63.9K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in PHO as recently as Q4 2024.

Ransom Advisory first reported a position in PHO in Q1 2024 and has held it in 5 quarters since. The position peaked at $64K in Q3 2024. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

Ransom Advisory held 908 shares of Invesco Water Resources ETF worth $63.9K as of Q4 2025.
Invesco Water Resources ETF was a new Ransom Advisory position in Q4 2025.
Invesco Water Resources ETF made up 0.03% of Ransom Advisory's portfolio in Q4 2025, its #195 holding.
Ransom Advisory first reported a position in Invesco Water Resources ETF in Q1 2024 and has held it in 5 quarters since.
Ransom Advisory's Invesco Water Resources ETF position peaked at $64K in Q3 2024.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.